Sequoia Financial Group, LLC (Sequoia) has been recognized by Accounting Today as a Wealth Magnet 2011 Top Firm, as ranked by assets under management. Sequoia currently has approximately $750 million in assets under management and $901 million in assets under advisement (as of 6/30/11), making the firm a leader in the financial services industry.
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.
Sequoia has seen significant growth throughout the past several years, due to strong client/advisor relationships and superior technical expertise. “We’re so proud of our team,” said Tom Haught, president of Sequoia Financial Group, LLC. “Our standing in the industry is a result of our skilled advisors, our team-based approach to client service and the trust we instill in our clients.”
Founded in 1991, Sequoia Financial Group, LLC offers comprehensive financial planning and wealth management services, including financial planning, asset management, estate & retirement planning, fiduciary consulting, and corporate services. These services are offered through its affiliated SEC registered investment advisor, Sequoia Financial Advisors, LLC.