ORION FINANCIAL ADVISORS

Overview

Orion Financial Advisors is a small, equity-focused registered advisory firm that serves individual and family clients through fee-based portfolio management and educational workshops. The firm operates as an insurance broker and sells other financial products alongside advisory services, which suggests integration of insurance solutions into client planning where appropriate. Investment activity is concentrated in exchange-traded equities and ETF-style exposures, with a clear preference for liquid, publicly traded instruments rather than private placements or direct real assets. The firm’s business model centers on percentage-of-AUM fees and discretionary portfolio management for individuals and small businesses. Orion Financial Advisors is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant. Its owner-type classification is individual, and the firm appears designed to support a modest number of relationships with a hands-on approach to portfolio construction and client education.

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Location & Offices