Latest Updates

Sequoia Named to Barron's Top 50 RIA's for 2019

We are proud to stand among the best Registered Investment Advisor (RIA) firms in the nation! It’s a great honor to be named a Barron’s Top 50 RIA for 2019. We are thankful for our talented, dedicated Sequoia team and each of our clients. Thank you for your continued support.

Forbes.com - Should You Take A Pension Lump-Sum Offer? Answer These 12 Questions First

General Electric (GE) recently announced they had frozen their defined benefit plan and were offering lump-sum pension payouts to about 100,000 retirees. GE will also discontinue making pension...

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...