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In the Media

Sequoia Financial Group – Affinia Financial Group Media Coverage
August 2023
- Akron Beacon Journal: Akron Wealth Management Firm to Acquire Massachusetts Firm
- AdvisorHub: Sequoia Buying $418-Mln AUM Firm That Caters to Special Needs Families
- Axios Pro Rata: Private Equity Deals
- Citywire: $16bn Sequoia Acquires Special Needs-Focused RIA
- Crain's Cleveland Business: Sequoia to acquire Affinia Financial Group of Massachusetts
- Financial Advisor IQ: Sequoia Adds Special Needs Planning RIA
- Fortune Term Sheet: Private Equity
- InvestmentNews: Sequoia Financial Acquiring Special Needs-Focused Wealth Manager Affinia
- InvestmentNews: July was Strongest Month on Record for Advisor M&A, Fidelity Reports (related article with reference/link to earlier story)
- Mergers & Acquisitions: Sequoia Financial Group Purchases Affinia Financial Group
- PitchBook: VC, PE and M&A
- Plan Adviser: Advisory M&A
- Private Banker International: Sequoia Financial Group Will Buy Affinia Financial Group
- WealthManagement.com
Articles featuring quotations and contributions from John Nadworny, Cynthia Haddad and Alex Nadworny.
These Self-Care Strategies Can Help Caregivers Cope With Burnout
December 30, 2021
Financial Planning for Life's Pressure Points
November 2021
I want to retire in two years, my wife and I have $3 million saved but we're worried about our son with special needs - what can we do?
November 17, 2021
Retirement Planning? Don’t Forget to Review Plans for Special Needs Children.
October 25, 2021
Financial Gift Ideas for Children and Grandchildren
December 4, 2020
What is an ABLE Account?
July 31, 2020
Beyond Advisors: Meet Three Advocates for Special Needs Planning.
July 2020
Their Child Has Special Needs. Here’s How They’re Planning for a Lifetime of Assistance.
December 2, 2019
Financial Planning when a Family Member has Special Needs.
May 5, 2019
Planning for your adult child's care, when she'll never be able to care for herself.
April 17, 2019
How to Plan Finances to Raise a Special-Needs Child.
December 21, 2018
How to Plan Your Retirement When You Have Children with Special Needs.
December 15, 2018
Special Needs Planning Corner
A monthly column in Advisor News. September 20, 2018, October 26, 2018, November 15, 2018
Tips on Special Needs Planning
September 25, 2018
What Advisors Should Know About Clients with Special Needs
August 7, 2018
Saving For A Loved One with A Disability
January 30, 2018
A Special Need for Financial Advice
September 16, 2017
Ways to Provide for Your Disabled Child's Future
July 21, 2017
What Happens to my Special Needs Child After I Die?
October 3, 2016
The ABLE Account: Planning Ahead for Families
June 23, 2016
Special-needs trust is key part of some estate plans
June 1, 2016
Tips for the Future Care of Disabled Family Members
March 27, 2015
A disabilities act, long in planning, is finally law
by Joan Vennoci - January 2, 2015
Paying for Finn: a special needs child
May 2013
Aging America Creates Niche for Geriatric-Care Managers
by Darla Mercado - September 8, 2008
Alzheimer's Scourge Challenges Advisers
by Darla Mercado - July 28, 2008
House May Take Up Proposal for Disabled
Savings vehicle would establish tax-exempt accounts, by Sue Asci - February 4, 2008
Why the Fernald Center Should Close
by Mary Ellen Mayo and John Nadworny - May 31, 2007
Sheltering Loved Ones
by Kimberly Lankford - November 1999
A Plan for Parents of Disabled Children
by Barbara Whitaker, Cynthia Haddad and others explore the process and the options for Exceptional Parents. - October 1996
Financial Firms Focus On Parents of Disabled
by Christopher Oster - August 26, 2004
Securing the Future for a Disabled Child
by Sandra Block, USA Today. John Nadworny contributed to this report. - June 23, 2006.
Financial Plans are Key for Special Needs Families
by Eileen AJ Connelly - October 1, 2008
The Parent Care Solution: How Planners Can Help Clients with Aging Parents
by Jim Grote - December 2008
Special Needs Trusts - Misunderstood, Underutilized
by Dorothy Hinchcliff - January 2001
A Financial Plan for a Special Family
by Priscilla Brandon. An interview about special needs financial planning with Cynthia R. Haddad. - November 1998
Ensure Future Care for a Disabled Child
by Rachel L. Sheedy - July, 2007
Will Advisors to Special Needs Clients use ABLE Act Accounts?
October 5, 2015
Incorporating the ABLE Act into Special Needs Planning
John W. Nadworny - May 2015.
The limitations of ABLE accounts for the disabled
May 18, 2015
“Practical Perspectives on the ABLE Act”
The Advocate, the ARC of Massachusetts,“Practical Perspectives on the ABLE Act”, an interview with John Nadworny CFP® and Fred Misilo of Fletcher Tilton, Attorneys at Law.
Advantages and limitations of ABLE accounts
May 19, 2015
Weekend Reading for Financial Planners
May 9, 2015
Trust for the Future
by Doug Page - November 2012
Winchester Business Leaders: Cynthia Haddad, John Nadworny, Mark Shepherd
July 25, 2011
New Book Helps Special Needs Financial Planning
April 15, 2008
Clients with Special-Needs Children Require a Special Planning Effort
by Leslie Rosenberg - November 2000