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 individuals and families, charging clients on a percentage-of-assets-under-management basis. Its advisory services emphasize portfolio management for individuals and small businesses and it also offers educational seminars and workshops. In addition to investment advice, the firm is engaged in insurance brokerage and other financial product sales. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices