A complete list of active advisors currently associated with ORBA Wealth Advisors, LLC

Warmer can help you find a great advisor at ORBA Wealth Advisors, LLC or one who fits your needs even better.

ORBA Wealth Advisors, LLC provides financial planning and investment advisory services to individuals and their families as well as to trusts, not‑for‑profit entities, closely held businesses, and corporate retirement plans. The firm offers discretionary portfolio management, selection and monitoring of third‑party money managers, and participation in LPL Financial advisory programs, and it is the sponsor and manager of the ORBA Wealth Wrap Fee Program. The firm’s investment process emphasizes diversified, tax‑aware asset allocation, minimizing fees and transaction costs where practical, and regular portfolio reviews with periodic rebalancing to maintain target allocations. ORBA uses mutual funds, ETFs, individual securities and third‑party managers to implement tailored target portfolios, and it provides plan sponsor support including fiduciary selection services through LPL’s Small Market Solution. Notable distinctions include its ownership by Ostrow Reisin Berk & Abrams, Ltd., an accounting firm, and related subsidiaries that provide insurance, cloud accounting and consulting services, which creates an integrated accounting/tax/insurance service network uncommon among peers. ORBA also operates an unusually large number of offices for its peer group (17), sponsors a wrap fee program, serves a mix of corporate and pension/profit‑sharing plan clients in addition to individual clients, and employs professionals with Juris Doctor degrees (who do not practice law), features that are less typical for managers primarily focused on pooled or institutional assets.

To learn more about the advisors currently working at ORBA Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.