Helping You Navigate Life's Journey

Our Mission

Orion is an independent Registered Investment Advisor located in Coronado, California.  Our firm operates as a fee-only financial advisor and is focused on helping successful entrepreneurs and professionals protect and grow their wealth.  We offer customized investment management services coupled with advanced wealth planning and tax strategies.

Our mission is to enable our clients to live their best lives. 

How We Serve Clients

Goal-Centered Financial Planning

We strive to fully understand each client’s personal and financial goals, then create a plan to achieve them.  

Custom Investment Management

We devise, construct and manage a customized investment strategy for each client.  

Premium Personal Service

We believe each client deserves in the highest level of personalized service.

Why Work With Us?

Investment Management Specialists

We create and manage a strategy that is tailored to the specific circumstances of each client and uses a wide range of investment instruments.

Independent, Objective Advice

Much of the advice that large financial services firms provide today is compromised by commissioned sales or middle-man arrangements.  Orion, however, is employee-owned and not affiliated with any other company.  We sell no financial products and do not work on commission.  As an independent fiduciary, we work only for our clients and pride ourselves on delivering independent, objective advice.

Alignment of Interests

We have structured our firm to align our interests as closely as possible with our clients’ interests.  We earn fees based on the amount of assets we manage, so our business grows when our clients’ portfolios grow.

Partner Level Engagement

Our clients always deal directly with our two firm principals.

Our Associations

Our Commentary

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