Sequoia Advisory Services is a financial planning firm serving businesses nationwide from McDonough, Georgia. It works with business owners and organizations to develop strategies that support retirement planning, long-term growth, and financial goals. The firm’s services may include designing tax-aware approaches for employers and employees, exploring 401(k) plan efficiencies, helping establish compliant retirement plans, and providing guidance on retirement plan structures and fiduciary responsibilities.

Sequoia also offers business planning that can address retirement and succession considerations, investment strategy support tailored to clients’ goals, risk tolerance, and time horizons, and assistance with estate planning decisions in coordination with legal counsel. Its tax planning services focus on education and general planning support, often in collaboration with clients’ tax professionals. Employee engagement and planning tools are also part of its support.

Founded by Robert Farragher and Brad Weis, with partner Jose Salinas, the team brings more than 40 years of combined experience. Sequoia emphasizes personalized, relationship-focused service and an independent perspective.