Orion Wealth Advisors

Our Mission

At Orion Wealth Advisors, our mission is to help near-retirees, retirees, and widows create a secure financial future, while also allowing them to pursue their passions and values. We believe that financial planning and investment management should be tailored to the individual, taking into account their unique values, priorities, and goals. Our team of experienced and certified financial advisors will work closely with you to understand your financial goals and develop a personalized plan to help you achieve them.

Our Services

At Orion Wealth Advisors, we offer a comprehensive range of financial planning and investment management services to help you achieve your financial goals. Our services include:

Comprehensive Financial Planning

We will work with you to clarify your goals, values, and dreams, and then develop a personalized plan to help you achieve your financial objectives. Our comprehensive financial planning services include:

• Life planning
• Retirement planning and retirement income planning
• Investment management
• Tax planning
• Risk management
• Estate planning

Investment Management

Our investment management services include the design and implementation of a portfolio tailored to your individual needs and goals. Our expertise in investment management will help you achieve your financial objectives while minimizing your tax liability.

Tax Planning

We will work with you to optimize your tax strategy, including tax-advantaged investments, Roth IRA conversions, and charitable gifting strategies. Our tax planning services will help you minimize your tax liability and maximize your after-tax returns.

Risk Management

We will work with you to develop a risk management plan to protect your assets against unexpected events, such as disability, death, or incapacitation. Our risk management services will help you minimize your investment risk and ensure that your financial goals are achieved.

Estate Planning

Our estate planning services will help you develop an estate plan that reflects your wishes and goals. We will work with you to analyze and minimize wealth transfer taxes, and help you navigate the necessary steps in the event of the death of a loved one.

Education Planning

We will work with you to develop 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.

Getting Started

If you're ready to take control of your financial future, we can help. Schedule a 15-minute phone call to explore if we're a good fit and how we can help you achieve your financial goals.