Orion-WhatWeDo.jpg

Our Services

Subtle Shapes Transparent

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

OrionApproach.png

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

Orion_Couple_edited.png

Life Planning

Orion_Icon-02_edited.png

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

Orion_Icon-03_edited.png

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

Orion_Icon-04_edited.png

Tax Planning

Orion_Icon-05_edited.png

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

Orion_Icon-06_edited.png

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_edited.png

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

Orion-Home3.png

Let's get to know each other. 

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