Orion is an independent Registered Investment Advisor located in Coronado, California. Our firm operates as a fee-only financial advisor and is focused on helping successful entrepreneurs and professionals protect and grow their wealth. We offer customized investment management services coupled with advanced wealth planning and tax strategies.
Our mission is to enable our clients to live their best lives.
We are humbled and honored to have been voted Best of Coronado Island 2022 for Investment Management/ Financial Advisor
We strive to fully understand each client's personal and financial goals, then create a plan to achieve them.
We devise, construct and manage a customized investment strategy for each client.
We believe each client deserves the highest quality service with direct access to and advice from the principals of the firm.
We create and manage a strategy that is tailored to the specific circumstances of each client and uses a wide range of investment instruments.
Much of the advice that large financial services firms provide today is compromised by commissioned sales or middle-man arrangements. Orion, however, is employee-owned and not affiliated with any other company. We sell no financial products and do not work on commission. As an independent fiduciary, we work only for our clients and pride ourselves on delivering independent, objective advice.
We have structured our firm to align our interests as closely as possible with our clients’ interests. We earn fees based on the amount of assets we manage, so our business grows when our clients’ portfolios grow.
Our clients always deal directly with our firm principals.
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With the U.S. and Israel beginning an aerial bombardment of Iran over the weekend, Investors have a new concern to
Schedule a quick introductory call with you and see if we would be a good fit for you.
