Orion Financial Advisors

Mark Ghazal is a financial advisor at Orion Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he holds a 16% ownership stake in a family-held S corporation that operates a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts with an emphasis on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs, mutual funds, and occasionally individual securities.

David Badecki is a financial advisor at Orion Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Thrive Capital Management, LLC and Guardian Solutions LLC. In addition to advising, he is involved in life and health insurance sales as an independent advisor. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts, focusing on non–high-net-worth households. The firm employs a long-term investment approach using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and also offers affiliated insurance and mortgage services alongside educational seminars.

Andrew Ghazal is a financial advisor at Orion Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has held roles at Orion Financial Advisors, Guardian Mortgage Group, Gazelle, Inc., and Guardian Solutions LLC. Outside of his advisory work, he is involved in residential home loans as a mortgage loan officer and has a minority interest in a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts, focusing on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs and mutual funds, and offers additional services including insurance sales and mortgage loan assistance.