Sequoia Named One Of America's Best RIA Firms In 2020 By Barron's

AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, has been named one of America’s Best RIA Firms in 2020 by Barron’s.

“It is an immense privilege to be named to Barron’s list, and to be numbered among such notable firms as these,” stated Tom Haught, President and CEO of Sequoia Financial Group.  “In a year filled with uncertainty and turmoil, it’s become even more apparent to us that our success is directly related to our team, and to their commitment to embrace and embody our core values of integrity, passion, and teamwork. We are working together to build a durable firm on the cutting edge of technology and service, enriching the lives of our clients and our communities.”

Haught founded Sequoia in 1991 and for more than 25 years he has advised business owners on strategic planning for their ventures and has assisted individuals with their retirement, investment, estate planning and family wealth needs. The firm takes a client-centered approach to providing comprehensive financial planning and wealth management services while building relationships through passion, integrity and teamwork.

Barron’s is one of America’s premier financial weekly magazine, with in-depth news reports and analyses on global financial markets. Data provided includes assets under management, revenue produced for the firm, regulatory record, quality of practice, succession planning, technology spending, staff diversity, and philanthropic work. For a full listing of America’s Best RIA Firms, visit https://www.barrons.com/report/top-financial-advisors/ria/2020.

About Sequoia

Founded in Ohio in 1991, Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a 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 over 90 employees in offices throughout Ohio, Florida and Michigan.

 

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

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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.

Sequoia Named One Of America's Best RIA Firms In 2020 By Barron's | Sequoia Financial Group

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