Our Difference

Orion Capital Management is a fee-only investment advisor and an independent fiduciary. We work for our clients, not a large brokerage firm. The interests of our clients come first. 

We also pride ourselves on offering our clients premium, highly-responsive service. Our boutique, high-touch service is grounded in our personal knowledge and frequent communication about your unique financial situation. The level of service and responsiveness we offer cannot be easily replicated by large banks or brokerage firms. 

Why Choose Orion?

We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment and planning strategies that are comfortable for our clients, suitable for their circumstances and grounded in our independent research and objective judgment.

As an independent fiduciary, we guard our clients’ interests vigorously. Today, conflicts of interest between financial firms and their clients are rife and often difficult for clients to detect. 

At Orion, however, we have structured our firm to align our interests as closely as possible with our clients’.  As a fee-only firm, we earn a management fee based on the assets we manage, giving us a clear incentive to grow your investment portfolio. We also receive no commissions or other compensation based on transactions and we do not sell any financial products.  Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on managing your investments and financial plans.

Today, Orion has a diverse base of clients that includes individuals, families, corporations, trusts, retirement plans, pension plans and non-profit organizations.

Our independence and our commitment to client service set us apart from our competition.

Services & Features

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Provides you 100% unbiased and objective financial advice

Advisors are partners that own the firm, not employees

An independent fiduciary with a legal responsibility to put your interests first

Is a fee-only firm that earns only an advisory fee based on assets under management. Does not work on commission and earns no product-based fees

Principals hold advanced degrees and certifications in Financial Planning (CFP) and Investment Management (CFA)

(Sometimes)

Develops and implements customized retirement income strategies to grow and protect your wealth

Develops and implements customized tax planning strategies to reduce your tax liability

Provides an intuitive, easy-to-use online portal for all of your accounts and your customized financial plan so you can easily track your entire financial life

Direct access to your personal advisor — not a sales person — via phone, email and text

Collaborates with your other advisors (such as CPA and/or attorneys) to ensure your best financial outcomes

Has a continuity plan and institutional backing

Services and Features

Provides you 100% unbiased and objective financial advice

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Advisors are partners that own the firm, not employees

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Is an independent fiduciary with a legal responsibility to put your interests first

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Is a fee-only firm that earns only an advisory fee based on assets under management. Does not work on commission and earns no product-based fees

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Principals hold advanced degrees and certifications in Financial Planning (CFP) and Investment Management (CFA)

Orion Capital Management

Discount Broker

Big Box Bank or Broker

(sometimes)

Develops and implements customized retirement income strategies to grow and protect your wealth

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Develops and implements customized tax planning strategies to reduce your tax liability

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Provides an intuitive, easy-to-use online portal for all of your accounts and your customized financial plan so you can easily track your entire financial life

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Direct access to your personal advisor — not a sales person — via phone, email and text

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Collaborates with your other advisors (such as CPA and/or attorneys) to ensure your best financial outcomes

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Has a continuity plan and institutional backing

Orion Capital Management

Discount Broker

Big Box Bank or Broker

Our Team

Meet our management team and learn what drives us to help clients.

Our Services

Find out more about how our services help clients simplify their financial lives.

Our Process

In a few simple steps, we can get started working to improve your financial life.

Our Clients

Learn more how we help a variety of clients protect and build their wealth

Learn About our Team

Learn About our Mission

What is a Financial Plan?

A good financial plan can provide a roadmap to help you live your best live in retirement.  

See what a comprehensive financial plan from Orion Capital Management looks like.  Enter your name and email below and you will directed to a page to download the Sample Financial Plan.

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