Sequoia Financial Group Expands Presence By Acquiring Sterling Financial Group in California
Sequoia Financial Group Expands Its California Presence
In a strategic move to bolster its presence in California, Sequoia Financial Group, LLC has announced the acquisition of Sterling Financial Group, Inc. This new partnership comes as Sequoia continues to grow its wealth management services and strengthen its client offerings across the nation.
Founded in 1991, Sequoia Financial is an SEC-registered wealth manager that oversees approximately $29.9 billion in assets, and this acquisition marks a significant step in its expansion strategy. As of September 30, 2025, Sterling Financial managed around $406 million in assets and has built a reputation for providing personalized investment advisory services to individuals and small businesses since its inception in 1998. The firm has a dedicated team of seven advisors and serves a diverse client base across more than a dozen states.
Michael Hatch, Sterling's owner, and managing principal, along with Kody Brown, a financial advisor and principal, have joined Sequoia as equity owners following the acquisition. Tom Haught, Sequoia's chairman and CEO, expressed excitement about the new alliance, stating that
Topics Financial Services & Investing）
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