Overview

Sequoia Financial Group is a growing investment advisory firm offering financial planning and wealth management services for individuals, families and corporations. As a Registered Investment Advisor (RIA), we are part of the industry’s fastest growing segment. At Sequoia, we strive to be our client’s most trusted advisor by providing comprehensive planning with a team based approach. We invest in long-term relationships and because of our independence and knowledge of our clients, we are able to provide unparalleled investment strategies to help them meet their goals. We use the phrase: Earning Trust, Creating Plans, and Delivering Results to encompass who we are and what we strive for daily.

A substantial portion of Sequoia's growth the last five years has been via inorganic means - where advisors have joined our team from other firms or we have been the successor firm to retiring advisors. We believe this trend will continue over the next decade and believe we are well positioned to execute additional transactions in the future.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...