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“Someone is sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett
Why Sequoia Financial?
Sequoia Financial is an independent financial planning and investment management firm serving affluent households and local businesses in the Central Valley. Our holistic approach to financial planning is leading to better financial outcomes for our clients.
We consider your income, tax bracket, insurance, estate plan, and more before making any recommendations. A custom portfolio is built for every client and we are always fiduciaries, which means that we will help you select the investments that have the highest probability of achieving the outcomes you want - not sell you investment products.
We exist to build wealth, confidence, and security in the financial lives of our clients.
Fiduciary
We are legally bound to act in your best interest and our business has been built to reflect that.
Our simple and transparent fees have been structured so that when you do better, we do better.
Our Philosophy
Financial Planning is the backbone of what we do and can be seen, in some form, in all of our services. It is the process of working towards financial independence.
You will work one-on-one with an advisor who will get to know you and your money, help you clarify your goals, and develop a long-term plan.
Every year, we will discuss and optimize your tax planning, investment management, insurance, estate plans, employee benefit selections, and more.
We build custom investment portfolios for every investor designed to improve returns, reduce risk, lower taxes, and lower fees.
Comprehensive Services
- Financial Planning
- Retirement Planning
- Investment Management
- Risk Management
- Employee Benefits Consulting
Retirees