Our Client Service

Providing ongoing personal support to help you remain on pace.

Whether you're just starting out, passing down your business, retiring in search of new adventures, or considerable wealth looking for an advocate – our private client services team works to provide passionate client service every step of the way. We are an integrated, collaborative firm that uses personal contact and the latest in technology to provide a seamless and truly enjoyable experience for our clients.

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Comprehensive Planning

We strive to be your most trusted advisor.

Our Clients


Retirees want a time-tested and proven asset allocation strategy, access to non-proprietary products, and assurance that you can trust your advisor to help keep your portfolio on track.

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Business Owners

We are instinctive about balancing your capital needs with your individual wealth. Financial independence, business succession, and security for future generations are paramount as well.

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Every family has distinctive objectives, business challenges and family dynamics. You can expect solutions as unique as the families we represent.

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Sequoia Financial

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We would love to chat with you about how Sequoia can help you achieve your financial goals.

  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Our Approach | Sequoia Financial Group


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