As a successful executive, the demands of your career may overshadow the time you can dedicate to your personal financial planning. You deserve a partner who comprehends the intricacies of your busy life and how to maximize your financial opportunities.


Sequoia designs and executes a tailored financial plan for you and your family's financial success.


Delivering Results

Our vision is to enrich lives by helping executives advance their chosen future. We provide customized solutions to the unique financial needs executives face.

  • Define goals and allocate savings accordingly.
  • Forecast cash flow and match needs to timing of payments.
  • Provide tracking tools to align important dates and ensure deadlines are met.
  • Develop relationship with executive benefits team.

Proactive Planning Partner

You are busy balancing work and family responsibilities and need a proactive team that understands your concerns. We offer a personalized financial planner who consults, simplifies, and saves you time.

Explore Strategies For Your Concentrated Stock Positions

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Built For You

Questions our clients are asking include:

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Sequoia’s team culture, depth of resources, and diversity of talent allow every client to be paired with an advisory team specialized to suit their unique needs.

Happy couple, broker and contract in a house for a meeting or consultation for retirement advice. Financial advisor, black man and woman for investment, savings plan or pension and insurance paper.


One of America’s Top RIA Firms - 2023


INC. 5000

Fastest Growing Private Companies in America - 2021


Charles Schwab

Best-in-Business IMPACT Award®

On September 18, 2023 Sequoia placed 41st on this list for the year 2023 (48th in 2022, 66th in 2021, 64th in 2020 and 47th in 2019). 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. $18,950 was spent in 2023, $6,940 was spent in 2022, $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. To view the full Barron’s rankings, click here 2023, 2022, 2021, 2020, 2019. Inc. 5000 List recognizes the nation’s 5000 fastest-growing private companies according to percentage of revenue growth over a three-year period. Sequoia ranked 4,247 in 2021. Previous year rankings can be found here: 2020, 2019, 2018, 2017, 2016 & 2015. For over 30 years, Inc. has recognized the fastest growing privately owned companies in America on an annual basis, highlighting companies that utilize strategy, service and innovation. The growth rate for the Inc. 5000 changes from year-to-year depending on the pool of applicants that are submitting. Those with a certain percentage of growth may receive editorial coverage and a notable ranking (Inc. 5000 list). Each year, there is a nonrefundable processing fee for all applicants of around $200. As Schwab describes, The IMPACT Awards® are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication, and fresh thinking. Only Schwab business partners may participate. The Best-in-Business IMPACT Award goes to an independent investment advisory firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to help expand market reach, practice management and employee development techniques, operational efficiencies and responsiveness. Candidates must also use Charles Schwab & Co, Inc. or Charles Schwab Bank as a custodian for client assets, and have at least $25 million in AUM. No fees were paid or incurred for this recognition.