Eide Bailly Client Introduction Form

Growing Together: Submit a Client Referral to Sequoia Financial Group

Our goal is that together we lead the industry in providing a full array of accounting and wealth planning services to clients at scale. When you refer clients to us, you're expanding your service offering without expanding your workload. Together, we will set new standards for excellence in client experience across the wealth continuum.

Please complete the form below to begin the process of referring a client relationship to us.

Your trust means everything. Thank you for taking the time to help us serve a relationship you have worked diligently to build. You have our word, we will deliver on our promise of a 'Built for You' experience for every client.