Sequoia Financial Group

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Since the founding of our award-winning firm 20 years ago, we have focused on planning, passion and fanatical client service. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it. As a premier independent financial advisor, our salaried, non-commission professionals have access to a variety of investment solutions and resources. That means our recommendations are based solely on what works best for you, not us.

The financial services industry offers the unique opportunity to provide a highly valued and demanded service to a wide array of individuals and corporations. At Sequoia Financial Group, we have created a unique approach to your career development as a financial planner.

Our advisors bring clients the experience of large national firms but sincerely believe that superb client service is what makes us unique. We are selective in our hiring, bringing on grounded, responsive, proactive and energetic professionals who will continue in our tradition of treating clients like family. We are an integrated, collaborative firm that uses personal contact and the latest in technology to provide a seamless and truly enjoyable experience for our clients.

To demonstrate our passion about what we do and how we help our clients, we have gone a step farther than most in assuring an excellent client service experience. In addition to attentive service by your own financial advisor, each client has full access to our Service Excellence Group. The select group of dedicated professionals exists solely to assist our clients and planners in any way necessary to provide yet another layer of communication and support.

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