Sequoia Financial Group

About

Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, the firm manages over $32 billion in investment assets, serving clients across the wealth continuum from individuals to ultra-high-net-worth families. Headquartered in Akron, Ohio, Sequoia has grown consistently at three times the industry average, driven by organic growth and strategic acquisitions. The firm operates as a Registered Investment Advisor (RIA), offering comprehensive wealth management services including financial planning, asset management, estate planning, tax planning, risk management, and charitable giving. Sequoia takes a team-based, integrated approach to client relationships through its 'BUILT FOR YOU' philosophy, surrounding clients with professionals across multiple disciplines rather than relying on a single advisor. The firm extends specialized planning services to distinct client segments including business owners, executives, first responders, physicians, and families with special needs. Sequoia has been recognized by Barron's as a Top 100 RIA Firm for seven consecutive years and named to Newsweek's America's Top Financial Advisory Firms list, reflecting its commitment to fiduciary responsibility and client-first service. The firm maintains offices across multiple states while serving clients in all 50 states through both in-person and remote advisory relationships. Sequoia Financial Group is majority-employee-owned and partners with Kudu Investment Management to support its continued growth and succession planning. The company's Sequoia Sentinel Family Office division serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. Sequoia's core values of Integrity, Passion, and Teamwork guide every client interaction and internal decision. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor and wholly-owned subsidiary of Sequoia Financial Group, LLC. The firm's professionals coordinate with external CPAs and attorneys to deliver holistic wealth strategies that address the full complexity of clients' financial lives.