Sequoia Financial Group

When you can breathe easier, you can dream bigger.

Financial advisor in Dublin, OH (show on map)

4.3

★★★★☆

6 reviews

Sequoia Financial Group, LLC manages over $32 billion in investment assets and offers comprehensive wealth management services.

Call (614) 267-2600

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About

Sequoia Financial Group, LLC, founded in 1991, specializes in wealth management with a focus on integrity, passion, and teamwork. The firm manages over $32 billion in investment assets and has been recognized as a top wealth manager by Barron's since 2018.

Sequoia offers a range of services including asset management, wealth planning, and family office services, tailored to clients' unique financial goals and circumstances.

Fiduciary commitment

Independent investment approach

Transparent pricing model

Services

Sentinel Family Office

Serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities.

Long-term thinking Comprehensive planning Robust investment capabilities

Wealth Planning

Provides a holistic approach to financial planning, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan.

Holistic approach Comprehensive financial analysis Personalized strategies

Asset Management

Offers a data-driven investment approach with access to a broad range of asset classes across sectors including private equity and private debt.

Data-driven approach Broad asset class access Research coverage and recommendations

Credentials & Certifications

Barron's Top Wealth Manager

Since 2018

Newsweek America's Top Financial Advisory Firms

Since 2024

Reviews

Rating

4.3

★★★★☆

Reviews

Frequently Asked Questions

How can I preserve and grow my family's wealth for future generations? +

Sequoia Sentinel serves as a dedicated partner, helping you navigate the complexities of wealth management and ensuring wealth preservation through strategic planning and expert guidance.

What is the most effective way to structure our family governance and communication processes? +

Effectively structuring family governance and communication requires a thoughtful and adaptable approach tailored to your family's unique needs and values, with a focus on clear principles, regular communication, and comprehensive steps.

What is differentiated about Sequoia Sentinel's investment approach? +

Sequoia Sentinel provides access to a broad range of asset classes across sectors including private equity and private debt, offers research coverage and recommendations on legacy positions and external opportunities, and reports asset balances and investment performance on a consolidated basis across multiple custodians.