The method of Orion Wealth is to provide our clients with the tools, information, and expertise to make educated decisions about their current and future financial situation. By providing comprehensive financial advice from college and retirement to income and estate planning, we work with our clients to help them navigate life's financial challenges.
Our slogan, “Navigating your Financial Course”, is important as we guide our clients through the calm and stormy times of life. We want our clients to know they have their hands on the wheel of the vessel and our job is to give them the advice to help them know which way to move the ship to try and avoid as many financial storms as possible. We focus on the long-term goals of each client but also realize there are unexpected financial storms that can try to throw us off course. We implement and consistently monitor a plan that has the flexibility to handle these storms without irreparably damaging the plan in place.