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Ryan Baney
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Meet Ryan.

Ryan Baney helps Sequoia clients connect portfolio decisions with comprehensive financial planning. His approach emphasizes understanding financial goals and building confidence in the advisory relationship. Based in Tampa and with the firm since 2011, he combines investment guidance with attention to the broader decisions shaping each client’s financial life.

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At a glance

Before your first conversation.

Areas of focus
Portfolio management · Comprehensive financial planning
Credentials recorded in sources
CFP, ChFC
Investment minimum
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Portrait source
Photo matched to official biography · 2026-09-16

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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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The listed firm
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Sequoia Financial Group

5 listed professionals

Sequoia Financial Group coordinates investment management with retirement, estate, tax, risk, and charitable planning. Its Sentinel family office service supports families with substantial and complex wealth, while local teams serve clients across the country.

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Professional sources reviewed 2026-09-16. Location: The SEC individual report identifies his branch office at 1410 North Westshore Boulevard, Suite 410, Tampa, FL. The current official firm office directory confirms the same address; the current biography also identifies Tampa.. Listing does not imply participation, endorsement, or availability for new clients.

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