Akron, OH – Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, OH has once again been named to Accounting Today’s list of Wealth Magnets. The rankings are determined by assets under management for 2016. At the time of submission, Sequoia recorded approximately $1.85 billion in assets under management. This is Sequoia’s fifth consecutive year on the Wealth Magnet list, and second year reaching the Billion Dollar Club ranking.
This annual ranking of the top CPA financial planners features more than 150 firms, broker-dealer affiliations, and growth strategies and best practices from successful financial planners across the country.
Tom Haught, President of Sequoia stated, “Our goal is always to focus on the client – creating plans that will help accomplish their objectives. Earning trust and delivering results is paramount to our success. Over the last twenty-five years we’ve built a strong team of professional advisors who work together to help our clients achieve their goals."
Founded in Ohio in 1991, Sequoia Financial Group, LLC (www.sequoia-financial.com) offers comprehensive financial planning and wealth management services, including asset management, estate and retirement planning, fiduciary consulting, family office and corporate services. Most services are offered through the firm’s affiliated SEC registered investment advisor, Sequoia Financial Advisors, LLC. Today, Sequoia has 48 employees in offices throughout Ohio, Florida and Michigan.