What is happening?

We are thrilled to announce that NCA Financial Planners has entered into an agreement to be acquired by Sequoia Financial Group. The firms chose this partnership to create one of the largest, privately held, Registered Investment Advisory firms in Northeast Ohio based on published data. In an industry landscape where finding healthy, independent, employee-owned firms is becoming rare, we are inordinately pleased to have found one another. Each firm is bringing the best of themselves forward into a shared, innovative, future.

What are the benefits?

We are excited to be on the front lines of this combined future, one where we will work tirelessly to find ways to increase the measure of adding value to our clients’, and employees’ lives. Both firms share a mission centered around enriching lives by building enduring relationships and providing excellence in client service. We are joining forces under the brand of Sequoia Financial Group to forge a greater future, for our clients and our teams.

Clients will benefit from our deeper bench of talent, offering a greater diversity of expertise available to develop creative solutions tailored to their individual financial goals in our view. The increased scale of our combined firm will allow us to invest more in our team, technology, and investment and planning processes. We believe the results of these investments benefit all of the clients of our combined firm and allow us to continue to enhance the employee experience.

What should I expect?

Together, we will work to offer excellence in service and enduring relationships, coupled with our expectation of added benefits provided by Sequoia’s cutting-edge technology as well as an enhanced ability to offer creative solutions tailored to our clients’ individual goals.

Will I still work with my NCA Team?

Continuity of service is important to both organizations; we’ve worked diligently to create a home and a role for each NCA team member. You’ll continue to be served by your NCA service team and receive the added benefits of our combined team’s broad industry knowledge and experience. Employees will enjoy enhanced opportunities to specialize and hone their skills within our newly expanded team. We are excited about our combined future and look forward to working together.

Read the Press Release