Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group
CPA Practice
AUGUST 28, 2024
The RIA has 15 offices in nine states, mostly east of the Mississippi. This partnership is a key strategic move that will expand our wealth management footprint meaningfully, especially west of the Mississippi River, where Eide Bailly has a large presence in major wealth markets,” said Tom Haught, CEO of Sequoia Financial.
Let's personalize your content