Sequoia Financial Group is an independent, fee-based registered investment advisor (RIA) that provides comprehensive wealth management and financial planning services. Its specialty practice, Special Needs Financial Planning, is specifically designed to address the unique and complex financial challenges faced by individuals with disabilities and their families. This practice focuses on creating sustainable, long-term financial plans that integrate personal assets with government benefits, utilizing tools such as special needs trusts and ABLE accounts to enhance the quality of life for loved ones with special needs without jeopardizing their eligibility for essential public assistance.

Founded in

United States