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Financial Planning for first responders

Talk with a Financial Planner for First Responders

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who we are

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At Sequoia Financial Group, our mission is to ensure first responders never have to worry about their financial wellbeing while they selflessly serve and protect our communities.

We've had the privilege of working with thousands of first responders for over three decades now, which means we understand the unique financial challenges and opportunities you face.

Our approach to serving you is a simple one. For an annual fee of $500, you’ll gain access to a dedicated team of advisors and technicians. That team will meet with you to understand your unique objectives before developing a personalized plan that’s built for your specific situation.

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About Sequioia [DATA SECTION]


Year Founded


Assets Under Management

As of 12/31/2022


Team Members

Employee credentials include AEP®, AIF®, CFP®, CFS®, CPA, CTFA, CGMA, ChFC®, CIMA, CFA®, CLU®, JD, among others


Offices Nationwide

Throughout Ohio, Florida, Michigan, Pennsylvania, and South Carolina. Clients in 50 states and the District of Columbia

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