Sequoia Financial Group, LLC is an independent financial advisor offering comprehensive wealth management services, including financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family office services.
More importantly, Sequoia offers a way for you—as an individual or business owner—to take control of your financial future. We work side-by-side with you to help you work toward your financial goals, objectives, and dreams.
Headquartered in Akron, Ohio, Sequoia Financial Group was founded in 1991 and has two offices in Ohio and two in Florida.
Investment advisor services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Certain third–party money management offered through ValMark Advisers. Inc., an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 3500 Embassy Parkway, Akron, OH 44333, 330-375-9480 . Certain insurance products offered though Sequoia Financial Insurance Agency. Sequoia Financial Group and related entities are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.