AKRON, Ohio, Aug. 20, 2025 -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a wealth manager based in Cottonwood Heights, Utah, part of the Salt Lake City metro area.
MWG provides personalized investment advisory services to individuals, multi-generational families, entrepreneurs, foundations and trusts. The firm, established in 2008 and SEC-registered since 2014, has a team of eight and had $430 million in assets under management as of June 30, 2025.
"We were looking for a firm with a shared commitment to cultivating and sustaining deep client relationships to bring additional investment depth, planning resources and technology to our practice," said Brian Worley, MWG's managing partner. "The motivation behind this integration of our two firms is to ensure continuity of service to our clients well into the future. Sequoia Financial is an ideal partner, with a nationwide presence, a dedicated and talented team, broad capabilities and happy clients."
Worley and his partners, Terra Thurgood and Barry Watson, will become equity owners in Sequoia Financial. All MWG colleagues will join the Sequoia Financial team after the transaction closes, which is expected to occur on Aug. 31.
"Brian, Terra, Barry and the entire team at The Martin Worley Group have built a strong business, and we're excited to combine our resources as we further expand Sequoia's national footprint," said Tom Haught, founder and CEO of Sequoia Financial.
Akron, Ohio-based Sequoia Financial serves more than 11,000 client households in all 50 states and the District of Columbia from 32 offices nationwide. The firm employs more than 400 people.
Sequoia Financial offers services to clients across the wealth continuum. The firm has been serving high-net-worth individuals and families since 1991 and launched Sequoia Sentinel in 2023 to expand its family office services. These integrated services include investment management, tax management, retirement planning, estate planning, insurance counsel, and charitable planning.
Sequoia Financial has grown organically and through acquisitions to expand its services and geographic footprint. Since 2023, Sequoia Financial has made nine acquisitions, including Zeke Capital Advisors, Cirrus Wealth Management, Affinia Financial Group, M Capital Advisors, AltruVista, Karpas Strategies, Family Asset Management, Eide Bailly Wealth and Carlson Capital Management.
Benesch served as legal advisor to Sequoia Financial. Miller Johnson served as legal advisor to MWG. DeVoe & Company provided consulting and strategic guidance to MWG.
About Sequoia Financial Group
Sequoia Financial Group, LLC, founded in 1991, has an integrated, client-centered approach to providing wealth management services, including investment management, tax management, retirement planning, estate planning, insurance counsel, and charitable planning. Sequoia Financial is a fiduciary advisor with a team-based service model that focuses on building and maintaining strong relationships that emphasize long-term planning to help clients reach their financial and life goals. In 2024, the firm was named by Barron's as one of the top RIA firms in the U.S. for the sixth consecutive year. Sequoia Financial has $27.6 billion in assets under management as of June 30, 2025. For more information, visit www.sequoia-financial.com.
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