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Our Process

We understand that choosing an advisor to help you grow and protect your wealth is a critical decision and we are committed to providing you all the information you need to make an informed decision. We believe you deserve to know how we can bring value to your situation before you commit to working with us.  

To help both you and us determine if we are a good fit for each other, we have developed the following step-by-step process.

How We Work Together

Introductory Call or Meeting

We begin our process with a short phone call or meeting.  Our goal in this first conversation is to gain a solid understanding of your financial circumstances and long-term aspirations. We will also explain to you how our firm is set up and how we work with clients. If, after this introductory conversation, we both agree that there is common ground between your needs and our services, we plan a longer, exploratory meeting.

Exploratory Meeting

At this meeting we delve more deeply into the current positioning of your investments and discuss with you in a more in-depth manner your financial priorities and life goals.  We explain the scope of our planning services in more detail and our investment philosophy.  At the conclusion of this meeting, we will provide you with our broad recommendations about how we think your financial plan should be structured and what investment strategy we think is appropriate for you. 

If we decide a relationship makes sense and you decide to become our client, you would then provide us the financial information we need to create your custom financial plan and investment strategy.

Getting Started

We walk you through the entire process of getting your accounts set up with us and getting your account transfers in motion.  We also get you set up and checked out on the Orion portal, where you will have a full and intuitive view of your financial plan and the progress of your investment portfolio.

Goal-Centered Financial Plan

Creating a well-designed financial plan is a collaborative process between us.  We aim to address a very broad range of financial issues, including, but not limited to:

  • When can you retire comfortably on your own terms?
  • How can you most effectively save for children’s college?
  • Can you travel in retirement?
  • Do you have enough or the right kind of insurance?
  • What can you do to reduce your tax burden?
We take a comprehensive approach to your finances and your life.  We aim to reduce complexity so that you clearly understand your financial life, sleep better at night and spend your energy living your best life.

Review, Evaluate, Rebalance

We regularly review your financial plan to see if it requires adjustments as your life unfolds. As time passes and your life goals and priorities shift, we stand ready to provide fresh, objective advice to fit your evolving circumstances, whatever they may be.

Fees

We are a fee-only advisor. We charge a clear fee based on the amount of assets under management each client has with us.   Contact us for  more information about fees based on your specific circumstances and assets.

Minimums

For ongoing financial planning and investment management, we work best with clients with $1 million or more in investable assets but we can reevaluate on a case-by-case basis.  Contact us to discuss your specific circumstances and see if we are a good fit.

Call: 619-319-0520
Email: thoms@orioncapitalmgmt.com 
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Our Team

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

Meet Us

Our Services

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

What We Do

Our Mission

We are passionate about helping clients achieve their lifetime goals

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Our Clients

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

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Orion Capital Management LLC

1330 Orange Ave., Ste 302

Coronado, CA 92118

p: 619-319-0520

f: 855-691-0427

thoms@orioncapitalmgmt.com jeff@orioncapitalmgmt.com chaz@orioncapitalmgmt.com
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Copyright © 2002 – 2023 Orion Capital Management LLC • Coronado, CA

Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute.  Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.

The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice.  Orion is not a tax advisor.  For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.

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