AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial services firm headquartered in Akron, Ohio, was named to the Accounting Today’s list of Wealth Magnets for 2019. At the time of submission, Sequoia recorded approximately $3.9 billion in assets under management. This is Sequoia’s seventh year on the Wealth Magnet list, and fourth year reaching the Billion Dollar Club ranking.
Now in its thirteenth year, the Wealth Magnet survey is an annual report that ranks CPA firms and subsidiaries across the nation involved in financial planning according to their assets under management. To be included in the list at least one of the firm’s financial planners must hold a CPA credential.
“We continue to focus on investing in the right people to work for our clients and leverage technology to be efficient and effective in our service offering,” said Tom Haught, President of Sequoia. “Our team is what enables us to form valuable and trusting relationships with our clients, ultimately working towards achieving their unique vision of success.”
Founded in Ohio in 1991, Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a truly client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting and family wealth. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize long-term planning to help their client’s in reaching their financial and life goals. Today, Sequoia has almost 90 employees in offices throughout Ohio, Florida and Michigan.