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...

On Black Friday & Macroeconomic Success

By most accounts, this year's "Black Friday" shopping event was a macroeconomic success. According to Adobe Analytics (which has an awesome, interactive platform that details shopping trends for the...

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...