Latest Updates

NCA Financial Planners Joins Sequoia Financial Group

We’re thrilled to announce that Mayfield Heights, OH based NCA Financial Planners is joining Sequoia. Our newly combined team shares a mission centered around enriching lives by building enduring relationships and providing excellence in client service.

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.

Simple Ways To Make Your Money Work For You

A friend recently shared a story with me about a time they were traveling with one of their friends to a wedding a few states away. Their friend wanted to make a good impression on the other wedding...

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...