More importantly, we offer 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 create and work towards your financial goals, objectives, and dreams.

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

*Securities offered through ValMark Securities, Inc., Member FINRA, SiPC. Investment advisor services offered through Sequoia Financial Advisors, LLC, and ValMark Advisers, Inc.

Employee Rating

3.9
TypePrivate
HQAkron, US
Founded1991
Size (employees)70 (est)+3%
Websitesequoia-financial.com
Sequoia Financial Group was founded in 1991 and is headquartered in Akron, US
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Key People/Management at Sequoia Financial Group

Christina Antal

Christina Antal

Director, Client Service
Christine M. Boehnlein

Christine M. Boehnlein

Director, Private Client Services
Paige M. Bolon

Paige M. Bolon

Senior Associate, Client Service
Jill A. Branthoover

Jill A. Branthoover

Senior Manager, Family Wealth
Jennifer Budny

Jennifer Budny

Manager, Client Service
Jodi Burgy

Jodi Burgy

Associate, Administration
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Sequoia Financial Group Office Locations

Sequoia Financial Group has an office in Akron
Akron, US (HQ)
3500 Embassy Pkwy
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Sequoia Financial Group Financials and Metrics

Summary Metrics

Founding Date

1991
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Sequoia Financial Group News and Updates

Sequoia Financial Group Merges with LJPR Financial Advisors

AKRON, Ohio, Aug. 22, 2018 /PRNewswire/ -- Sequoia Financial Group, an award-winning wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., today announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor...
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Sequoia Financial Group Company Life and Culture

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Sequoia Financial Group Frequently Asked Questions

  • When was Sequoia Financial Group founded?

    Sequoia Financial Group was founded in 1991.

  • Who are Sequoia Financial Group key executives?

    Sequoia Financial Group's key executives are Christina Antal, Christine M. Boehnlein and Paige M. Bolon.

  • How many employees does Sequoia Financial Group have?

    Sequoia Financial Group has 70 employees.

  • Who are Sequoia Financial Group competitors?

    Competitors of Sequoia Financial Group include Dun & Bradstreet Credibility, Synchrony Financial and MUFG Americas.

  • Where is Sequoia Financial Group headquarters?

    Sequoia Financial Group headquarters is located at 3500 Embassy Pkwy, Akron.

  • Where are Sequoia Financial Group offices?

    Sequoia Financial Group has an office in Akron.

  • How many offices does Sequoia Financial Group have?

    Sequoia Financial Group has 1 office.