What does Sequoia Financial do?

Sequoia Financial Group is an independent wealth management firm based in Akron, Ohio, founded in 1991 by Tom Haught. The firm manages over $27 billion in client assets and operates primarily in the Midwest and Mid-Atlantic regions. Sequoia emphasizes a client-centric, fiduciary approach, offering integrated services and advanced technology to meet the needs of high-net-worth individuals, families, business owners, corporate executives, and institutional clients. The firm provides a range of wealth management solutions, including wealth planning, asset management, and family office services. Their offerings encompass personalized financial strategies, investment management, retirement planning, and insurance planning. Sequoia's team-based model fosters deep expertise and strong client relationships, focusing on trust and long-term value. The firm has been recognized as one of Barron’s Top 100 RIA Firms and has experienced consistent growth, with a revenue of $92.8 million and a dedicated team of over 180 employees.