General Info

Sequoia Financial Group was founded in 1991 by Tom Haught. From the beginning, Tom's goal was to build a firm of salaried professional planners with a passion to help clients succeed. Equally important was to leverage the planners' expertise with an internal service excellence team to maximize client service. Sequoia's focus has always been on the planning process as a whole. As an independent financial advisor, we have access to an infinite number of products and our recommendations are based solely on which ones will best meet your objectives. Our keen understanding of your long-term financial goals and careful planning to achieve them has enabled Sequoia to become a trusted advisor and friend to our clients. Sequoia works with a broad range of clients, from young professionals just starting to plan for retirement to retirees enjoying the fulfillment of their retirement plans. As an advisor to many business owners, we can also help you balance the business' capital needs with your personal financial needs. Sequoia has received national and local recognition for its efforts, including Wealth Manager's Annual Top Advisory Firms in the country for 2005 through 2008. We are a Cascade Capital Corporation Business Growth Award winner for 2001 through 2008, and a Weatherhead 100 winner for 2003 through 2008. Sequoia also received the Financial Planning Award of Excellence in 2005 from CPA Wealth Provider. Acknowledge and appreciate each team member for your individual worth and the qualities he or she brings to Sequoia. Truly care about your clients and co-workers and what they are trying to achieve ; help them celebrate the successes and mourn the inevitable occasional failures.