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 unbiased, independent research. You can feel confident that we place your interests first when developing our recommendations.
*As reported by Financial Planning magazine, June 1996–2014, based on total revenue.