Latest Updates

Sequoia Named One Of America's Best RIA Firms In 2020 By Barron's

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.

Forbes.com - Quick Action Required - New Stimulus For Small Business

The Consolidated Appropriations Act (CAA) gave us some last-minute fiscal relief, notably $600 stimulus checks for individuals and provisions for some hard-hit areas aimed at mitigating the...

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...