About Sequoia

When you can breathe easier, you can dream bigger.

Our Story

Enriching Lives

Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, we manage over $27 billion* in investment assets. Due to our consistent organic growth—three times the industry average—and the depth and breadth of our services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.

Tom Haught, President

As president and founder of Sequoia,

my goal is to structure our firm in a way that allows for a unique approach to financial planning and client relationships. I believe that continually reinvesting in our team of talented professionals helps ensure that we provide comprehensive wealth management services to our clients."

Barron's

One of America’s Top RIA
Firms - 2025

Newsweek

America’s Top Financial Advisory
Firms - 2025

Our Values

Who we hold ourselves accountable to be

Integrity

We act in the best interests of others by providing an honest, consistent experience for our clients and team.

Passion

We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.

Teamwork

We subordinate our egos to work together for the benefit of our clients.

*As of 6/30/2025

In September 2025, Sequoia placed 30th on the Barron’s list for 2025. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based off a 102-question survey. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. No fees in any years awarded were paid or incurred to receive this recognition. $36,300 was spent in 2025 to promote the award in marketing collateral. To view the full Barron’s rankings, click here.

In September 2024, Sequoia was listed in Newsweek’s America's Top Financial Advisory Firms 2025. Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach. They analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser experience and client ratio, breadth of service offerings and conflicts of interest. Newsweek recognized the top 750 on the list. No fees in any years awarded were paid or incurred to receive this recognition. $12,500 was spent in 2024 for marketing collateral associated with this award to be used on social media, website and email signatures. To view the full list, click here.