At Orion, we deliver premium, highly-responsive service to you. We are an independent fiduciary that puts your interests ahead of our own. Our boutique, high-touch service offering is grounded in our personal knowledge and frequent communication about your unique financial situation, and as such cannot be easily replicated by large banks or brokerage firms.
Why Choose Orion?
We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment and planning strategies that are comfortable for our clients, suitable for their circumstances and grounded in our independent research and objective judgment.
We are an independent fiduciary, and as such we guard your interests vigorously. Today, conflicts of interest between financial firms and their clients are rife and often difficult for clients to detect. At Orion, however, we have structured our firm to align our interests as closely as possible with yours. As a fee-only firm, we earn a management fee based upon the assets that we manage, giving us a clear incentive to grow your investment portfolio. We also receive no commissions or other compensation based on transactions and we do not sell any financial products. Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on managing your investments and financial plans.
Today, Orion has a diverse base of clients that includes individuals, families, corporations, trusts, retirement plans, pension plans and non-profit organizations.
Our independence and our commitment to client service set us apart from our competition.
Services & Features
Orion Capital Management
Big Box Bank or Broker
Provides you 100% unbiased and objective financial advice
Advisors are partners that own the firm, not employees
Is an independent fiduciary with a legal responsibility to put your interests first
Is a fee-only firm that earns only an advisory fee based on assets under management. Does not work on commission and earns no product-based fees
Principals hold advanced degrees and certifications in Financial Planning (CFP) and Investment Management (CFA)
Develops and implements customized retirement income strategies to grow and protect your wealth
Develops and implements customized tax planning strategies to reduce your tax liability
Provides an intuitive, easy-to-use online portal for all of your accounts and your customized financial plan so you can easily track your entire financial life
Direct access to your personal advisor — not a sales person — via phone, email and text
Collaborates with your other advisors (such as CPA and/or attorneys) to ensure your best financial outcomes
Has a continuity plan and institutional backing