Founded in 1991 and headquartered in Akron, Ohio, Sequoia Financial Group is an independent, fee-based Registered Investment Advisor (RIA). The firm is dedicated to providing objective, client-centric financial planning and wealth management services. Its mission is to help clients make confident financial decisions to achieve their goals through a process they call "True Wealth," which encompasses financial, personal, and social well-being. The company has grown significantly through both organic development and strategic acquisitions of other advisory firms, expanding its presence and service capabilities across the United States.

Founded in

United States