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Our Services

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Together, we'll cover all aspects of your financial life so you can have peace of mind moving forward. 

As CERTIFIED FINANCIAL PLANNER® professionals we are fiduciaries, which means we are legally and ethically bound to act in your best interest. Only 25% of financial advisors hold the CFP® designation.*

By partnering with Orion Wealth Advisors, you will receive the financial planning services described below. You can have confidence knowing that all aspects of your financial life will be addressed, with a particular focus on the areas most important to you.

*Source: www.cfp.net, www.cerulli.com

Comprehensive Financial Planning Services

  • Clarify your goals, values, and dreams, so we create the right plan for you and your family

  • Identify any obstacles to achieving your goals, and together find solutions to the obstacles

Life Planning

Retirement Planning & Retirement Income Planning

  • Develop and implement strategies to fund your current and future income needs to have a secure and satisfying life

  • Recommend how to maximize Social Security benefits and minimize taxes when distributing your retirement funds, including retirement plans and IRAs

Investment Management

  • Design and implement a portfolio specific to your needs, using independent investment managers as appropriate

  • Monitor your investments for performance, and provide year-round oversight to minimize tax liability

  • Comprehensively review your tax return to identify tax reduction opportunities

  • Recommend tax solutions, such as tax-advantaged investments, Roth IRA conversions, and charitable gifting strategies

Tax Planning

Risk Management

  • Generate a risk management plan for eventualities such as disability, death, or incapacitation

  • Minimize your investment risk by diversifying your asset allocation and location, investment manager styles, and use of alternative investments, as appropriate

Estate Planning

  • Analyze your current estate plan, and address your concerns and desires

  • Partner with your attorney to minimize wealth transfer taxes

  • Help you navigate the appropriate and necessary steps in the event of the death of a loved one

Education Planning

  • Viewing your finances holistically, craft a plan uniquely tailored to your circumstances that will enable you to send your child or grandchild to the college that best suits them and your family situation

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Let's get to know each other. 

Schedule a 15 minute phone call to explore if we're a good fit. 

©2021 Orion Wealth Advisors  

®Reg. U.S. Pat. & T/M Off

Currently registered to serve clients that reside in MA, NH, NY, CA and WA. We will register to serve clients in other states as needed. Advisory services offered by Trust Advisory

Group, Ltd, a Registered Investment Advisor, 444 Washington Street, Woburn, MA 01801 (781) 933-6100. Check the background of this investment professional on FINRA's BrokerCheck.