Latest Updates

Sequoia receives Charles Schwab Best-In-Business IMPACT Award™ and is named one of Barron’s Top 50 RIA firms for 2019

We are proud to stand among the giants. It’s a great honor for Sequoia to be awarded the Best-In-Business IMPACT Award by Charles Schwab and be named as one of the Top 50 Registered Investment Advisor (RIA) firms in the nation by Barron’s. Thank you to our clients and team for helping...

Forbes.com - Good News For You And Your IRA: The IRS Thinks You Will Live Longer

IRA Required Minimum Distribution (RMD) math is complex and serious. Owners of IRAs must take a distribution starting no later than the April 1 of the year following the year the owner becomes age 70...

Sequoia Viewpoint 2018

At Sequoia Financial Group, we are constantly raising the bar for our employee performance, technological advancements and for our clients. We are building a sustainable firm, one that lasts longer...