Enriching lives for over three decades
A firm built and resourced to serve you and your family — now and tomorrow. We partner with individuals and families across the wealth continuum, helping them advance their chosen future.
Built for you — in every sense
Sequoia Financial Group is a wealth management firm built around a simple idea: your plan should be made for you. Rather than focusing on a single piece of your finances, we bring every discipline together — investments, retirement, estate, tax, risk, and charitable planning — into one cohesive strategy.
Our success is measured by the success of our clients. Through a combination of in-person and virtual relationships, our team delivers personalized guidance to clients across all 50 states and Washington, D.C. — wherever life and work take them.
A client-first, integrated model
We take a client-first, BUILT FOR YOU approach to wealth management. Our team-based model lets you benefit from specialized guidance while maintaining one coordinated plan — rooted in a fiduciary commitment to act in your best interests.
- A fiduciary commitment to act in your best interest
- One coordinated plan across every financial discipline
- Personalized, team-based service designed around you
- Long-term thinking that endures across generations
“Our success is measured by the success of our clients. It’s a privilege to partner with families on their wealth management journey, and we look forward to meeting you and hearing your story.”
Among the nation's Top 100 RIA firms
Sequoia Financial Group has earned its eighth consecutive recognition on Barron’s list of the Top 100 RIA firms. Industry recognition is a reflection of the trust our clients place in us — and the enduring, client-first commitment behind every plan we build.
We look forward to hearing your story.
Let's start a conversation about the future you're building.