Orion Financial Advisors

Overview

Orion Financial Advisors is a limited liability company operating as a non-independent retail registered investment adviser owned by an individual. The firm focuses on serving individual and family clients with a fee model tied to a percentage of assets under management. Core advisory services include portfolio management for individuals and small businesses and delivery of educational seminars and workshops. The firm also conducts insurance brokerage and other financial product sales alongside its advisory practice. Orion is not positioned as a capital allocator, does not identify as an ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices