Even the smallest change has the power to significantly better your life.

How Can We Help?

What’s next?

Maybe you’re ready to shift your priorities Travel somewhere new Invest—and gain the resources to do what you always wanted Whatever’s next, it starts with a partnership—and a plan.

So what are your goals?

What would a happy future look like to you? We’d love to know.

How We Work

Introduction

We start with a brief phone call to learn more about you and answer your initial questions.

This conversation helps us determine what tools, resources, and people will serve you best. From there we’ll schedule your complimentary consultation and let you know what to bring.

Complimentary
Consultation

During this virtual or in-person face-to-face with our team, we’ll take an in-depth look at your objectives and get to know you better.

After engaging your most important questions, we’ll explain all the options available to you as well as our fee structure.

Plan Review

Turning your goals into action is where it gets exciting. Now that we’ve assessed all your objectives, we guide you through a plan customized to your needs.

Our plan will show you the next steps, what scenarios are possible in your financial future, and how we’ll work together going forward.

Recognized Throughout the Industry

Top 100
Independent Financial Advisors
Barron’s 2007-2020

Top 1,200
Financial Advisors by State
Barron’s 2010-2022

Top 100
Financial Advisors
Barron’s 2020

Top 250
Wealth Advisors
Forbes 2016-2022

Best-in-State
Wealth Advisors
Forbes 2018-2022

Top 400
Financial Advisors
Financial Times 2013-2020

Top 300
Resigstered RIAs
2020

Best Places to Work for
Financial Advisors
Investment News 2018-2019

Discover Sequoia’s Recognitions

Our Senior Advisor Team

We’re team players in every sense of the word. The majority of our advisors are Certified Financial Planners®, and they each bring a different set of skills and insight to the table—which is why they’re at the table. We value the work and expertise that every member of our team contributes, and we think you will, too.

Kevin Myeroff
Principal and Senior Strategic Advisor

Bob Casarona
Director, Wealth Advisor

Ashley Costello
Director, Wealth Advisor

Mary Durra
Vice President, Wealth Advisor

Karey Edwards
Vice President, Wealth Advisor

David Kurtz
Vice President, Wealth Advisor

Melanie Ross
Vice President, Wealth Advisor

Elizabeth Scheiderer
Vice President, Wealth Advisor

Jasmina Tadic
Vice President, Wealth Advisor

Mike Wasylyshyn
Vice President, Wealth Advisor

We’re not just your advisors.
We’re your team.

The advisors at the Mayfield Heights office of Sequoia Financial (formerly NCA Financial Planners) are ready to be your partner, your support, your guide through the journey toward your financial future.

Same as always,
now with the full resources of Sequoia.

Welcome!

Our website has a brand new look and feel but everything you need is still right here, just a click away. We’re so excited to be moving into the future as part of Sequoia Financial Group. 

Click below to watch a message from our Principal and Senior Strategic Advisor, Kevin Myeroff.

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Mayfield | Sequoia Financial Group

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