Orion Wealth Advisors’ mission is to assist our clients in the creation of a life that fulfills and excites them, whatever their stage of life. We believe money is a means, not an end. In addition to your financial resources you also have your energy, your time, and your creativity. We look to help you deploy all these assets in pursuit of what’s most important to you now, while helping you to prepare and invest for your future.
How We Can Help You
If you want to be able to pursue specific goals, and enjoy your life and your loved ones, you don’t want to have to worry about the state of your financial affairs. Rather, you want to know your finances are sound. To achieve this you partner with an experienced financial advisor who will:
- Take the time to learn your values and dreams, and what’s most important to you
- Do a thorough up-front financial analysis
- Create a comprehensive, personalized financial life plan with actionable recommendations
- Provide unbiased investment advice with no ties to a proprietary platform or specific products
- Follow up with you regularly throughout the year to ensure the plan is being followed
- Revise your plan when your circumstances change
- Free you from the day to day minding of your investments and that feeling that you should be doing something more
We have a fiduciary duty to put your best interests before ours, and to be clear and transparent about fees and compensation. Your trust is most important to us.
Orion is one of the most conspicuous and recognizable constellations in the night sky. As the constellation Orion served both as a creative inspiration and as a marker for ancient timekeeping, our financial life planning provides enduring inspiration and guidance to our clients.