Our Knowledge is Your Wealth

Our Mission

Orion Capital Management LLC is a fee-only financial advisor helping successful entrepreneurs and professionals protect and grow their wealth.  We are an independent Registered Investment Advisor offering holistic financial and tax planning and customized investment management.

Our mission is to use our knowledge and expertise to enable our clients to live their best lives. 

How We Serve Clients

Goal-Centered Financial Planning

We make the effort to truly understand our clients’ long-term goals and concerns, then create a plan to achieve their objectives.  

Custom Investment Management

We develop, implement and execute a customized investment strategy for each client.  

Premium Personal Service

We believe in a high-level of personal service and attention for each of our clients.

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

Our responsibility is to our clients first.  We are a fee-only independent Registered Investment Advisor and a Fiduciary. 

Alignment of Interests

We do not charge commissions and only take a fee based on assets under management. So our incentive is to grow your assets.

Service Focused on You

You will always be in touch with one of our two firm principals; no assistants or sales people.

Our Associations

Our Commentary

Connect with Us

Join our email newsletter and receive periodic financial market updates and commentary.