Put the power of personal attention to work for you.
Since the founding of our firm over 25 years ago, we have focused on planning, enthusiasm, and passionate client service. At Sequoia, we strive to be our client’s most trusted advisor by providing comprehensive planning with a team based approach.
It’s official, the SECURE Act has passed and could bring massive changes to your retirement plan.
The ‘Setting Every Community Up for Retirement Enhancement’ Act is one of the most significant pieces of retirement legislation in the past decade. You'll notice big changes if you have a qualified plan or an IRA. Sequoia created a dedicated website to help you navigate the changes...
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...
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.