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Disclosures

Last updated: September 28, 2026

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor and a wholly owned subsidiary of Sequoia Financial Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training.

General information

The information provided on this website is for general informational and educational purposes only and should not be construed as personalized investment, legal, tax, or accounting advice. Nothing on this site constitutes an offer to sell, or a solicitation of an offer to buy, any security or investment product. Please consult your advisor regarding your individual circumstances before making any financial decision.

Past performance

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Third-party recognition and rankings

Any awards, rankings, or recognitions referenced (including Barron’s Top 100 RIA Firms) are based on the criteria of the issuing organization and do not constitute an endorsement or a guarantee of future performance. Sequoia did not pay a fee to participate unless otherwise disclosed by the issuing organization. Rankings are not representative of any one client’s experience.

Regulatory documents

For additional detail about our advisory services, fees, and business practices, please review our Form ADV Part 2A and Form CRS (Client Relationship Summary).

Questions

If you have questions about these disclosures, please contact us.