Sequent Planning

Sequent Planning is a U.S.-based financial advisory platform designed to help independent advisors build, grow, or transition their practices while maintaining control of their client relationships. Financial planning and investment advisory services are offered through Sequent Planning, LLC, a registered investment adviser. The firm works with existing registered investment advisers, investment adviser representatives, and successful firms seeking acquisition or succession solutions.

Sequent supports advisors with back-office resources, technology, investment platforms, marketing programs, compliant marketing materials, coaching, mentorship, and advisor development. Its hybrid platform also provides access to insurance solutions, financial wellness programs, and strategic partnerships to help advisors serve clients and pursue growth opportunities. Advisors can use the platform to establish a practice, scale an existing business, or plan a transition that protects clients and supports a firm’s legacy.

Sequent Planning emphasizes entrepreneurial freedom alongside responsive support, enabling advisors to shape their businesses without navigating traditional corporate bureaucracy alone. The firm conducts business as Futurity First Wealth Management and is based in Omaha, Nebraska.