The Bay Area's premier financial planning firm.


Advantages of Independence

The traditional financial services model contains an inherent conflict of interest for financial professionals, who sell products and earn commissions on those products. While they may be well-meaning, we believe their expertise is often limited and we believe their recommendations may be biased.

As a client of Sequoia Wealth Advisors, you benefit from our relationship with LPL Financial, the nation’s largest independent broker/dealer.* Partnering with LPL Financial allows us to offer a wider breadth of services then other investment firms. LPL has no proprietary products and provides us with objective, independent research. You can feel confident that we place your interests first when developing our recommendations.

*As reported by Financial Planning magazine, June 1996–2016, based on total revenue.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, ME, MI, MN, MO, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA and WI.

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