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OUR INSIGHTS

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

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by Sequoia Financial Group
Insights

2025 Market Review

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M&A

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

AKRON, Ohio, Dec. 2, 2025 – Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), an independent investment advisory firm based in…

by Sequoia Financial Group
Insights

Private Markets — October 2025

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by Sequoia Financial Group
Insights

Protected: Navigating 2026 Tax Changes: Strategic Opportunities for Families with Special Needs

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by Sequoia Financial Group
Insights

Protected: How the “One Big Beautiful Bill Act” Impacts Business Owners, In Plain English

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