Latest Updates
NCA Financial Planners Joins Sequoia Financial Group
We’re thrilled to announce that Mayfield Heights, OH based NCA Financial Planners is joining Sequoia. Our newly combined team shares a mission centered around enriching lives by building enduring relationships and providing excellence in client service.
Latest Updates
Sequoia Named a Barron's Top 100 RIA Firm for 2021
We're thrilled to be named to Barron's List of Top 100 Registered Investment Advisors for 2021.
Tax Planning Before The New Year: 6 Things to think about going into the new tax year
2022 is almost upon us and that means one thing… a new tax year!
We can plan now to take advantage of this window of opportunity. We can see what 2021 looks like and compare what our 2022 will likely...
Sequoia Viewpoint 2021
At Sequoia, we are building a sustainable firm, one that lasts longer than any one individual. We are building our firm to last for generations, enhancing our expertise, offerings and resources so...