Orbit Financial Planning And Investments

Overview

Orbit Financial Planning And Investments is a small, owner-operated advisory business that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and positions itself with a fixed-income bias: its filings show the entirety of managed assets concentrated in U.S. government bonds. The adviser is not active as an ESG investor, does not operate as a multi-state adviser, and is classified as an individual-owned, unclassified entity rather than a multi-office RIA network. Although the regulatory snapshot lists the organization type as “other,” its core activities are straightforward: building and managing portfolios and delivering planning services. The combination of a fixed-income core with access to third‑party alternative managers suggests a conservative baseline allocation that can be supplemented with specialized, non‑traditional strategies when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices