OUR INSIGHTS

Updates, news, articles, and the latest Market Outlook from Sequoia Financial Group.

Insights in

M&A

by Sequoia Financial Group
M&A

Sequoia Financial Group Recognized in Top 10 of “Best Financial Advisory Firms 2024” by USA Today, Statista

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M&A

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

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M&A

Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs

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M&A

Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management

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M&A

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

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