Sequoia Financial Group Email Format

Financial ServicesOhio, United States201-500 Employees

Sequoia Financial Group operates in the financial services sector, offering comprehensive wealth management for individuals and business owners. Its services include financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office services. The firm emphasizes a collaborative, client-centered approach, working alongside clients to define financial goals and pursue them, with a team of salaried professionals focused on client interests. It is based in Akron, Ohio, and investment advisory services are provided through Sequoia Financial Advisors, LLC, an SEC-registered advisor.

In December 2025, Sequoia Financial Group announced the acquisition of Sterling Financial Group, an independent investment advisory firm based in Pasadena, California. The acquisition adds Sterling Financial Group to Sequoia's independent advisory activities.

Get verified Sequoia Financial Group emails free

Company overview Employee directory