#United States #Wealth Management #Akron #Sequoia Financial #Martin Worley Group

Sequoia Financial Group Expands with Acquisition of The Martin Worley Group

In a strategic move to enhance its wealth management offerings, Sequoia Financial Group, LLC, an SEC-registered firm, has reached an agreement to acquire The Martin Worley Group (MWG), a respected wealth management company based in Cottonwood Heights, Utah. This acquisition, expected to finalize on August 31, 2025, adds to Sequoia's existing strength with an impressive $27.6 billion in assets under management as of June 30, 2025.

Founded in 2008, MWG specializes in providing personalized investment advisory services to a diverse clientele, including individuals, multi-generational families, entrepreneurs, foundations, and trusts. As of June 30, 2025, MWG managed $430 million in assets, supported by a talented team of eight professionals. This collaboration aims to bolster the investment depth, planning resources, and technological capabilities available to clients of both firms.

Brian Worley, managing partner of MWG, emphasized the importance of partnership, stating, "We were looking for a firm that shares our commitment to fostering and maintaining deep client relationships. Our goal is to ensure continuity of service for our clients well into the future, and we believe Sequoia Financial is the perfect match."

With this acquisition, Worley and his partners, Terra Thurgood and Barry Watson, will transition into equity ownership at Sequoia Financial, bringing MWG's team members along to integrate seamlessly into the larger organization. This strategic partnership is poised to enrich the client experience and has broader implications for Sequoia's national presence.

Tom Haught, founder and CEO of Sequoia Financial, expressed enthusiasm regarding the integration, stating, "Brian, Terra, Barry, and the entire team at MWG have built a strong business. We are thrilled to join forces as we continue to expand Sequoia's footprint across the nation."

Sequoia Financial Group, headquartered in Akron, Ohio, serves over 11,000 client households nationwide through a network of 32 offices. Employing over 400 professionals, the company offers a comprehensive range of wealth management services. Their focus encompasses high-net-worth individuals and families, bolstered by the introduction of Sequoia Sentinel in 2023, aimed at enhancing family office services, encompassing investment management, tax, retirement and estate planning, insurance counsel, and charitable planning.

This acquisition aligns with Sequoia's strategic focus on growth, marked by an aggressive acquisition strategy that has included nine acquisitions since 2023. Notable recent partners include Zeke Capital Advisors, Cirrus Wealth Management, and others, strengthening Sequoia's service capabilities and geographic reach.

For legal guidance during this significant transaction, Benesch advised Sequoia Financial, while Miller Johnson provided support for MWG. The consulting and strategic direction for MWG was supplied by DeVoe & Company.

About Sequoia Financial Group
Founded in 1991, Sequoia Financial Group is dedicated to delivering client-centered wealth management services with a fiduciary approach. The company leverages a team-based service model, nurturing relationships that support long-term planning to help clients achieve their financial and life aspirations. Recognized for their excellence, Sequoia has consistently ranked among the top registered investment advisory firms in the U.S., as noted by Barron's.

For more information about Sequoia Financial, visit www.sequoia-financial.com.