AKRON, Ohio – Sequoia Financial Group (Sequoia) is proud to announce its merger with RAV Financial (RAV) headquartered in Beachwood, OH. The combined Firm will have assets under advisement in excess of $3 billion and more than 60 employees. RAV Financial will be adopting the Sequoia Financial Group name, effective October 1, 2016.
Mirroring the primary services of Sequoia, RAV helps clients achieve their financial and legacy goals through truly individualized wealth strategies. With customized plans that may include investment management, estate planning, tax planning, retirement planning and other related disciplines.
RAV was founded by Robert Valente 34 years ago and has grown under his leadership as well as principals Dave Taucher and Ken Paull. They have focused on the belief that planning is the most important component of a
wealth management relationship. The combined firms will continue to believe that a comprehensive planning relationship is critical to ensuring clients reach their goals.
Sequoia Financial Group provides integrated financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family wealth and institutional services. Celebrating 25 years in business, Sequoia embodies the culture, business purpose, and client-centered financial services operation that have defined RAV Financial for the past three and a half decades. “Our
focus on client service is one of the factors that RAV cited as making us their most logical choice. We have great respect and admiration for the commitment, friendship and trust the professionals at RAV have with their clients and we are honored to have been chosen to help them continue it,” said Tom Haught, President of Sequoia Financial Group.
“Since our inception, RAV has built a team-approach model to facilitate continuity of services to our clients. Philosophically, every business owner seeks a vital successor that will continue its mission statement – and we have found that in Sequoia. RAV has always focused on our clients’ needs and successes, and those objectives are intrinsic with our combined company cultures” said Robert Valente, Chief Executive Officer of RAV Financial.
Both Firms have an award-winning history to draw upon. Their advisors’ professional achievements include being one of a select handful of independent advisors nationwide to serve on Schwab’s National Advisory Board; Fidelity National Advisory Board, ValMark Sec rities, Inc. National Advisory Board and Schwab’s Retirement Business Services Trust & Custody Advisory Board. They have been recipients of the John Carroll University 2011 Alumni Medal and the Lifetime Achievement Award from the Northeast Ohio Chapter of the FPA®, along with being recognized by Barron’s magazine - America’s Top 1,200 Financial Advisors. Other notable achievements consist of individual advisor honors, financial advisory board appointments and college professorships.
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, family wealth and institutional services. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize longterm planning to help their client’s in reaching their financial and life goals. Today, Sequoia has offices in Ohio, Florida and Michigan with 48 employees.