Sequoia Advisor Group

Sequoia Advisor Group At Sequoia, we care about you, your family, and how you spend your time. Our advisors help you build a healthy relationship with money.

With experience and tools, our goal is to ensure sound financial decisions for your future. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial p

rofessionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Join us for an unforgettable evening of art, style, and Derby spirit. 🐎🎨Featuring artwork by Loren Myhre (), hors d’oeuv...
04/13/2026

Join us for an unforgettable evening of art, style, and Derby spirit. 🐎🎨

Featuring artwork by Loren Myhre (), hors d’oeuvres and cocktails, virtual horse races, contests, and more!

🗓️ April 23 | ⏰ 6-8 PM
📍101 Bullitt Lane, Suite 201 | Louisville, KY 40222

📩 RSVP at the link in our bio.

01/14/2026

New signage. Gets better every time.
✅ Legal
✅ Tax
✅ Wealth Management

All under one roof.

12/19/2025

Thinking about selling your home—or buying—in this market?
You’re not alone. Mortgage rates. Inventory. Buyer fatigue. It’s a lot.

In this quick video, our CEO and Senior Advisor at Sequoia Advisor Group breaks down why mortgage rates haven’t fallen even after the Fed started cutting—and what it could mean for your next move.

- Why haven’t rates dropped with Fed cuts?
- What’s going on behind the scenes with the Treasury?
- What should you really expect from rates in 2025?

Whether you’re planning to buy, sell, refinance, or just stay informed—this one’s worth a couple minutes of your time.

At Sequoia, we believe that informed decisions build long-term peace of mind. Let’s help you make the next right move.

Please follow and feel free to share if you know someone in the process of buying, selling or refinancing.
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12/17/2025

Tech sold off last week… but the market didn’t.” 👀

What looked like a pullback may have been something healthier: a rotation.

In this week’s market update I break down:
• Why mega-cap tech slipped while small caps surged
• The Fed move most headlines barely touched (and why it matters)
• What it could signal when leadership broadens beyond the usual names
• How we’re thinking about positioning if this trend continues

Big idea: When money moves, don’t just watch what it’s leaving—watch where it’s going. That’s often where the real story is.

If you’re navigating these same questions, we’d love to talk.

12/10/2025

Most people give to charity the wrong way… and end up tipping the IRS more than they need to. 👀💸

This 60-second breakdown shows a smarter strategy that can help you:
• Give more without spending more
• Potentially cut your tax bill
• Support the causes you love in a bigger way

If you donate to your church or favorite nonprofit, you need to know this.

Watch → Save → Share with someone generous.
And follow for more smart money guidance.
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12/09/2025

If you’re over 70½ and give to charity, you might be missing one of the most powerful tax moves available. 👀🔥

A QCD can help you:
• Lower taxable income
• Reduce taxes on Social Security
• Keep Medicare premiums down
• Satisfy your RMD and support causes you love

Most people have never heard of it — but it can be a game-changer.

If you or your parents give to charity, this is must-know info.
Watch → Save → Share with someone who needs this.
Follow for more smart retirement insights.
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12/05/2025

Generosity is powerful—but being strategic with your generosity can make an even bigger impact.
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This video explains how a Donor-Advised Fund can help you take a thoughtful, tax-efficient approach to giving, whether you’re planning for this year or building a legacy for your family.
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If you want to understand a tool that gives you flexibility, tax advantages, and room to grow your charitable vision, take a minute to watch.
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12/02/2025

The market just had its best week since May… even as American households feel more stressed than ever.
This week’s update breaks down why that disconnect is happening — and what it means for long-term investors heading into the end of the year.

If you want clarity in a confusing market, this video is worth your minute.

👉 Watch the update
👉 Follow for weekly insights
👉 Like & share to help others stay informed
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11/24/2025

This week’s market update breaks down a major shift happening right now beneath the surface of the economy—and why it matters for your financial future.

Asset prices are rising for some… while high costs and record debt levels are squeezing everyone else. Tech may be cooling off, consumer spending is slowing, and debt delinquencies are hitting decade highs. Meanwhile, the Fed may cut rates in December—but that alone won’t fix the widening divide.

If you’ve been wondering what all this means for your portfolio, your plans, or the year ahead… this video is worth your minute.

At Sequoia, we don’t chase fads—we build resilient strategies that work in real-world conditions, not just perfect ones. Volatility doesn’t scare us… it informs us.

Watch the video for this week’s insight and see how we’re positioning for 2025–2026—because what’s happening now will shape what comes next.
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11/21/2025

Most people think a Roth IRA conversion is just about paying taxes today…

…but the real value might be what it does for your future growth, your RMDs, and your heirs.

In this video, Michael Lindemann of Sequoia Advisor Group breaks down 3 key reasons a Roth conversion could be worth a closer look.

🎥 Watch to see if this strategy fits your retirement plan, then reach out to Sequoia to explore your options.
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11/19/2025

Giving feels good.
Giving strategically feels even better.

This season, the assets you choose, the timing you use, and the strategy behind your giving can help you make a bigger impact — and possibly lower your taxes.

If generosity is part of your holiday rhythm, Sequoia can show you how to make it go further.
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Address

101 Bullitt Lane, Ste 201
Louisville, KY
40222

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15025763440

Website

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