We are often featured in the media
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.
Special Needs Planning Corner
A monthly column in Advisor News. September 20, 2018, October 26, 2018, November 15, 2018
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
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 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
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.
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