Latest Updates

Sequoia Named a Barron's Top 100 RIA Firm for 2021

We're thrilled to be named to Barron's List of Top 100 Registered Investment Advisors for 2021.

Latest Updates

WEALTHSTONE Advisors Merges With Sequoia Financial Group

We’re thrilled to announce that Columbus, OH based WEALTHSTONE ADVISORS has merged with Sequoia to provide more services, scale, and value to our clients.

What Might the Future Hold for America’s Largest Generation?

In the first two parts of this mini-series on Millennials we talked about how the world is a vastly different place than it once was for prior generations and how we, Millennials, sometimes find...

Sequoia Viewpoint 2021

At Sequoia, we are building a sustainable firm, one that lasts longer than any one individual. We are building our firm to last for generations, enhancing our expertise, offerings and resources so...