A complete list of active advisors currently associated with Orion Financial Advisors

Warmer can help you find a great advisor at Orion Financial Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Orion Financial Advisors, 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.