ORION FINANCIAL GROUP

Overview

Orion Financial Group is organized as a limited liability company that provides fee-based advisory services to individuals, small businesses, and institutional clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm charges clients on a percentage-of-assets-under-management basis and also offers hourly-fee arrangements. The firm does not identify as an active ESG investor and is not characterized as a capital allocator. Industry affiliation listed in the record ties the firm to an insurance company, suggesting either a relationship with or origins in an insurance intermediary, though specific details of that affiliation are not provided. The record also indicates the adviser is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices