Premium Personal Service
At Orion we focus on delivering high-level personal service to each and every client. We treat every client with respect and focused attention.
Service Focused on You
You are not just an account number to us. You are unique and your goals and needs are unique. We want to know where you want to go and want to help you get there. We work closely with you to understand your goals and needs to adjust our strategies and investments to best suit your risk tolerance, your comfort level and the circumstances of your life right now.
You will have direct access to one of the two principals of our firm – Peter or Jeff – not a sales person or assistant. We answer the phone ourselves and if we can’t answer right away, we respond quickly, honestly and thoroughly.
Meet our management team and learn what drives us to help clients.
Find out more about how our services help clients simplify their financial lives.
In a few simple steps, we can get started working to improve your financial life.
Learn more how we help a variety of clients protect and build their wealth