General Info

At Sequoia Advisory Group, we approach financial planning by listening and learning about the goals and objectives of our clients. Each client is unique. This requires a customized approach with every relationship. Our goal is to provide you with complete financial peace of mind and ease any anxiety you feel surrounding your personal wealth today and in the years to come. We aim to alleviate fear through education and coaching. This ultimately allows us to remove emotion from the investment process which in turn allows our clients to achieve their financial objectives.