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.

Market Outlook Blog

It was a wild week on many fronts, but stocks shook off most negative headlines as the S&P 500 logged a gain of 1.9% to close at new highs around 3825 Friday (see footnote). The tech-heavy Nasdaq...

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...