SEQUOIA INSIGHTS

Updates, news, articles and timely market analysis from Sequoia Financial Group.

Featured Insights

by Sequoia Financial Group
Market Commentary

Iran Stalks Strait of Hormuz Chokepoint, Stoking Inflation Concerns

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Insights, Special Needs Financial Planning

When Siblings Become Successors: Preparing Future Caregivers and Trustees
Market Commentary

Geopolitical Developments in the Middle East Drive Market Volatility
Thought Leadership, Wealth Planning

Diversification in the Age of AI and Innovation
Market Commentary

AI Concerns Weigh on Stocks, but Iran Likely to Dominate News Flow
by Will Gandert
Wealth Planning

The Cost of Deferring

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by Heather Welsh
Wealth Planning

Required Minimum Distributions

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by Sequoia Financial Group
Family Office

Rags to Rags in Three Generations

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by Sequoia Financial Group
M&A

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

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by Heather Welsh
Wealth Planning

SECURE 2.0 – What’s New for 2023 & Beyond

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M&A

Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion

AKRON, OHIO, NOV. 15, 2021 – Sequoia Financial Group, LLC (Sequoia), a financial planning, wealth management, and asset management firm with $8 billion in client assets, has entered into an agreement to acquire Mayfield Heights, Ohio-based NCA Financial Planners (NCA). When the deal closes, which is…
M&A

Wealth Managers Sequoia Financial Group and WEALTHSTONE ADVISORS to Merge, Jointly Overseeing More Than $7 Billion in Assets

AKRON, OHIO, AND COLUMBUS, OHIO, APRIL 20, 2021 – Sequoia Financial Group, LLC (Sequoia) and WEALTHSTONE ADVISORS (WEALTHSTONE) today announced they have entered into a definitive agreement to merge their businesses.   The combined firm will be based in Akron, Ohio, and operate under the Sequoia…
M&A

Sequoia Financial Group Merges with LJPR Financial Advisors

Akron, Ohio – August 21, 2018 – Sequoia Financial Group, an award-winning wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., today announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered…
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