Latest Updates

Sequoia Named One of Barron's Top 100 RIAs

We are excited to share that our firm has been named one of America’s Best RIA Firms in 2020 by Barron’s.

Latest Updates

50 Good IRA Ideas

Find out how you can make the best use of IRAs, Tax, Investment, Estate Planning and Roth Ideas with our 50 Good IRA Ideas ebook newly updated for 2020.

Teaching Your Children About Money in Today's Digital World

I remember at an early age my father saying that money doesn’t grow on trees… if I told my children that today, they would reply “Why would anyone think money grows on trees”? That is because their “...

Sequoia Viewpoint 2020

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...