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.