Republic Capital Group Advises Affinia Financial Group on Sale to Sequoia Financial Group

Affinia Financial Group is a Burlington, Massachusetts-based wealth management firm with approximately $418 million in assets under management and a team of 10 professionals. Founded in 2019 by co-founders John Nadworny, CFP®, and Cynthia Haddad, CFP®, ChSNC®, the firm specializes in comprehensive financial planning for families with special needs.

Sequoia Financial Group is a national wealth management firm founded in 1991 and headquartered in Akron, Ohio, with approximately $16 billion in assets under management and more than 200 employees. Led by Founder and CEO Tom Haught, Sequoia has been recognized by Barron’s as a top RIA firm for four consecutive years through 2022.

Republic Capital Group served as financial advisor to Affinia Financial Group in this transaction.

Affinia Financial Group

 

has been acquired by

 

Sequoia Financial Group

“We are thrilled to become part of the Sequoia team. Affinia clients and employees will benefit from Sequoia’s operational expertise, technology leadership, and network of advisors to help us expand our service and special needs planning mission from coast to coast.”
John Nadworny — Co-Founder, Affinia Financial Group

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE