Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

Eide Bailly, a national certified public accounting and business advisory firm, is pleased to announce a strategic union with Sequoia Financial Group, a wealth manager with more than $19.3 billion in assets under management as of June 30, 2024. Through this agreement, Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group on November 1, 2024, and both firms will collaborate to deliver expanded client services.

“We have found true synergy with a culturally aligned firm that offers a broad range of services and expertise to support the complex wealth planning needs of our accounting and business advisory clients,” said Jeremy Hauk, Managing Partner/CEO of Eide Bailly. “Over many decades, we have built deep relationships with our clients. With Sequoia Financial, a recognized leader in wealth management, we can significantly enhance our offerings and serve more clients.”

Akron, Ohio-based Sequoia Financial offers services to clients across the wealth continuum and has been serving individuals and families since 1991. The firm’s tailored services include asset management, tax management, wealth transfer, asset transactions, and charitable planning to meet the challenges inherent to generational wealth. It also provides expertise in executive compensation, estate planning dynamics, family governance, and special-needs planning.

“This union is a key strategic move that will expand our wealth management footprint meaningfully, especially west of the Mississippi River, where Eide Bailly has a large presence in major wealth markets,” said Tom Haught, CEO of Sequoia Financial. “Equally important, both firms measure success by client success.”

Together, Eide Bailly and Sequoia Financial are better positioned to create innovative wealth management solutions that meet clients’ evolving needs in a dynamic financial landscape.