Orion Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orion Financial Advisors is a state-registered investment adviser that provides discretionary wealth management to individuals, trusts and estates. The firm manages client portfolios primarily with low-cost ETFs and mutual funds, and also uses individual stocks, bonds and options as appropriate while charging percentage-of-assets fees.
The firm applies fundamental analysis and Modern Portfolio Theory with a generally long-term orientation, constructing and rebalancing diversified portfolios based on clients’ goals, risk tolerance and time horizon. Orion conducts ongoing account monitoring and may recommend actions such as retirement-plan rollovers, acting as an ERISA/IRC fiduciary when those transactions are advised.
Orion’s brochure discloses several activities that distinguish it from many peers: the firm operates as a licensed insurance agency (including Medicare-related work), its advisory personnel are licensed to sell life and health insurance and one principal is a licensed mortgage loan officer, and those activities generate separate commission compensation. The firm also offers free educational seminars and workshops and notes operational constraints such as selecting mutual fund share classes with higher internal expense ratios when custodial or fund limitations make lower-cost classes unavailable.
Client services
Expertise
Fee options
$1 - $1,000,000: 2.0% $1,000,001 - $5,000,000: 1.5% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.40%
Account minimum: $1
Main office
141 Cooper Rd
Voorhees NJ 08043
Advisors at this office
3
Most active in
New Jersey · Pennsylvania
Also doing business as
Orion Financial Advisors · Orion Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Mark G
Series 63, Series 66
Voorhees, NJ
Orion Financial Advisors
Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.
David B
Series 65
Voorhees, NJ
Orion Financial Advisors
David Badecki is a financial advisor at Orion Financial Advisors with five years of industry experience. He holds the Series 65 designation and has previously worked at Thrive Capital Management, LLC and Guardian Solutions LLC. In addition to his advisory role, he sells life and health insurance as an independent advisor. Orion Financial Advisors provides discretionary wealth management services to individuals, trusts, and estates, primarily using low-cost ETFs and mutual funds alongside individual stocks, bonds, and options. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios tailored to clients’ goals and risk tolerance.
Andrew G
Series 66
Voorhees, NJ
Orion Financial Advisors
Andrew Ghazal is a financial advisor with Orion Financial Advisors in Voorhees, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Guardian Mortgage Group as a mortgage loan officer and as a shareholder in a travel agency, Gazelle, Inc. He is involved in insurance sales related to life and health insurance through Orion Financial Advisors. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management primarily using low-cost ETFs and mutual funds, along with individual stocks, bonds, and options. The firm constructs diversified portfolios based on fundamental analysis and Modern Portfolio Theory, serving individuals, trusts, and estates with a long-term investment approach.
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