2019 Proud Winner Of:
We’d like to thank our clients for their support and our team for their hard work and dedication.
This has been a banner year for Sequoia Financial Group.
We celebrated the completion of a highly anticipated merger and began moving forward to serve our clients as a larger team with a broader talent base and deeper bench. Recently, the firm has been honored as the recipient of the Schwab 2019 Best-in-Business IMPACT Award™ and being named to Barron's 2019 Top 50 RIA Firms.
We couldn’t be more excited. Our team is celebrating this recognition, but we’re not resting on our laurels. Like our namesake, we are an engine of growth, and we’re not finished yet. We are focusing our efforts in three areas:
Attracting new talent is not enough. Sequoia is committed to offering our clients excellence through continuous talent development. We employ a three-pronged approach that includes outside training, internal training, and mentoring. In order to stay on the cutting edge, we invest in every member of our team. We like who they are, but we want to encourage and challenge them to become everything they can be.
We are leveraging technology to improve the efficiency of our internal processes and to expand and elevate the client experience. Our work in technology integration has helped to create a streamlined efficiency of service. Our advisory teams can offer a robust and holistic approach to your individual needs because our technology offers us the ability to see the bigger picture of your financial wellness. In short, we can do more because we can see it more clearly. Technology has made that possible.
We are dedicated to providing world-class service. To do that, we work to attract and retain the best and brightest talent in our industry. We are seeking out thought leaders, those who are willing to go the extra mile to offer tailored planning solutions to their clients. Advisors aren’t one size fits all, and neither are our clients. We approach our work as a team, with each individual member offering their best effort to move the team toward the goal. We win together, or not at all.
We know what brought us to this point — hard work and a deep commitment to demonstrating our core values in everything we do. You, our clients, are at the center of our organization. Serving you is the reason Sequoia exists.
Sequoia Financial Group, LLC, is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. This award recognizes an independent investment advisory firm that has been in business for 10 or more years and has elevated business management to new levels of excellence and achieved exceptional business results. The firm should also demonstrate how it has integrated technology to extend the reach, responsiveness, and growth of its business—and safeguard client assets and information. The award includes a $15,000 donation to a charity designated by the winning firm. For additional information visit http://impact.schwab.com/about/awards/
Barron’s 2019 Top 50 RIA Firm Ranking is determined by qualitative and quantitative data including but not limited to the structure of the firm, the management of its formally employed advisors ensuring they are client facing providing both fee-based investment advice and financial planning services, assets under management reported on the firm’s corporate ADV, and the understanding that the firm provides their advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. Firms elect to participate in the ranking and do not pay to be included. For additional information visit https://www.barrons.com/report/top-financial-advisors/ria/2019