A complete list of active advisors currently associated with Sequoia Planning & Investments LLC

Warmer can help you find a great advisor at Sequoia Planning & Investments LLC or one who fits your needs even better.

Sequoia Planning & Investments provides investment advisory and financial planning services to individual clients, including high‑net‑worth individuals, families, and trusts. Services offered include asset management, retirement and estate planning, tax planning, education funding, cash‑flow management, and related financial planning delivered through ongoing consultation. The firm implements a long‑term, academically grounded strategic asset allocation approach using low‑cost institutional mutual funds and ETFs (with a frequent use of Dimensional funds), tilting portfolios toward small‑cap and value exposures while emphasizing diversification and tax efficiency. Notably, the vast majority of client assets are managed on a non‑discretionary basis—clients generally approve recommended trades—an operating model that is uncommon among peer advisory firms. Founded in 1998, the firm manages roughly $160 million for about three dozen clients, supporting individualized portfolio design and hands‑on, tax‑aware review rather than automated or aggregated trade execution. It operates as a fee‑only adviser that does not accept commissions or 12b‑1 fees, maintains a formal Code of Ethics, and leaves proxy‑voting decisions to clients.

To learn more about the advisors currently working at Sequoia Planning & Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.