Welcome to Orion Wealth Advisors

Orion Wealth Advisors provides independent, fee-based financial planning and investment advisory services to individuals and families. We take a different approach from most other financial advisors:

We help clients create a secure and satisfying life, for themselves and their loved ones, now and into the future.

Financial Planning: A Holistic Approach

Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security.

We focus first on understanding you – your values, goals and dreams. Then we use our financial expertise to help you make it happen. This more holistic approach to financial planning is known as financial life planning. We think of it as financial planning done right.

Please explore our website to see if you might benefit from our services and approach. If so, contact us for a complimentary introductory meeting. We look forward to hearing from you.

Creating Wealth and Well-Being

Upcoming Public Programs

Programs run approx. 90 mins.

9/26 "Social Security Planning"
Bedford Public Library, 7pm

10/19 "Retirement Income Planning"
Bedford Public Library, 7pm

11/7 "Estate Planning"
Bedford Public Library, 7pm

4/25 "Social Security Planning"
Maynard Public Library, 7pm

5/23 "Retirement Income Planning"
Maynard Public Library, 7pm

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