Sequoia Financial Group, LLC has agreed to acquire The Martin Worley Group (MWG), a Cottonwood Heights, Utah-based wealth manager overseeing $430 million in client assets. The eight-person MWG team serves individuals, multi-generational families, entrepreneurs, foundations, and trusts. 

“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. 

Worley and his partners, Terra Thurgood and Barry Watson, will become equity owners in Sequoia Financial. All MWG colleagues will join Sequoia after the transaction closes on August 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 manages $27.6 billion in assets for more than 11,000 clients nationwide across 32 offices. The firm has expanded aggressively through both organic growth and acquisitions, completing nine deals since 2023, 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 advised MWG, while DeVoe & Company provided consulting and strategic guidance.