Valmark Financial Group is a parent company comprised of several subsidiaries, including: Executive Insurance Agency, Inc., a national insurance agency; Valmark Securities, Inc., a broker-dealer and member of both FINRA and SIPC; Valmark Advisers, Inc., a U.S. Securities and Exchange Commission registered investment adviser; and the Valmark Policy Management Company, LLC, which provides ongoing policy management and monitoring services for life insurance policyholders. With a proud history of working only with independently-owned financial services firms committed to high ethical standards in over 30 states throughout the United States, Valmark offers a wide range of insurance and investment solutions for high net-worth clients. Valmark has been a pioneer in helping large CPA firms, like Sequoia, extend their offering in life insurance. Headquartered in Akron, Ohio with operations in St. Paul, Minnesota, Valmark, through its affiliated entities, has helped its Member Firms place over $60 billion of life insurance death benefits and manage insurance policies with a cumulative cash value of over $8 billion dollars. Valmark’s affiliated RIA, Valmark Advisers, has over $6 billion in assets under management, including approximately $3 billion in variable sub-account assets within its TOPS® funds. To learn more about Valmark, visit www.valmarkfg.com.
Founded in 1991, Sequoia Financial Group, LLC takes a truly client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family wealth and institutional services. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize long-term planning to help their clients reach their financial and life goals. Today, Sequoia has more than 60 employees in offices throughout Ohio, Florida and Michigan. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. To learn more about Sequoia Financial Group, visit www.sequoia-financial.com.