Our Story

At the heart of Sequent Planning are people driven by a common purpose — sharing our financial knowledge and resources with you, so you can enjoy your life to the fullest.

Sequent investment advisor representatives have chosen a career in finance with the highest standard — what’s called a fiduciary duty, the obligation to act in the best interest of their clients. And with Sequent Planning, they choose to work with an organization that not only adheres to the fiduciary duty but also fully empowers advisors to do what’s right for you.

Sequent Planning is a Registered Investment Adviser (RIA), which is a firm registered with the Securities and Exchange Commission (SEC) and state regulators to provide financial and investment advice. That means we have the size, oversight and institutional infrastructure to provide stability you can trust.

What makes us unique is the combination of that big-company backing and highly personalized care of a small, boutique firm. (Not to mention our down-to-earth Midwestern work ethic and friendliness.)

Our commitment to thoughtful, client-centered planning continues to earn recognition. In April 2026, Sequent was named to USA Today’s Best Financial Advisory Firms 2026 list, a distinction based on independent industry recommendations and sustained growth in assets under management.

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