A complete list of active advisors currently associated with Orion Financial Group
Warmer can help you find a great advisor at Orion Financial Group or one who fits your needs even better.
Orion Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations and qualified retirement plans. Its service set includes discretionary and non-discretionary portfolio management, standalone financial planning and consulting, and ERISA/pension plan advisory services. The firm tailors investment strategies to client objectives and risk profiles using a range of analytic methods (including fundamental and technical analysis, Monte Carlo simulations, and modern portfolio theory) and offers account management on either a discretionary or non-discretionary basis. Financial planning and consultative work are offered on an hourly basis, and retirement-plan work includes support for plan design, investment policy development, monitoring and participant education. What is noteworthy about the firm is its combination of pension consulting and institutional plan management alongside individual portfolio management, an hourly pricing model for financial planning, and an affiliated insurance/tax business that the firm discloses may result in separate, typical compensation. The brochure indicates the adviser began offering services in 2026, reported no client assets at the time of filing, and does not serve as an adviser to private funds.
To learn more about the advisors currently working at Orion Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ballinger, TX
| 3
|
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