Our mission is to help you create a secure and satisfying life, for yourself and your loved ones, now and into the future. We provide financial planning and investment management to near-retirees, retirees, and widows. We believe in a holistic approach to financial planning which incorporates Financial Life Planning and values-based investing.
Throughout this personal process we'll review your values, priorities, and goals, and then apply our financial expertise to enable you to feel secure while living the life you want. Eric and Holly retired seven years ago, and realized they wanted trusted financial advice to help them navigate the market and best use their savings.
Throughout this personal process we'll review your values, priorities, and goals, and then apply our financial expertise to enable you to feel secure while living the life you want. Eric and Holly retired seven years ago, and realized they wanted trusted financial advice to help them navigate the market and best use their savings.
Services
Together, we'll cover all aspects of your financial life so you can have peace of mind moving forward. As CERTIFIED FINANCIAL PLANNER professionals we are fiduciaries, which means we are legally and ethically bound to act in your best interest. Only 25% of financial advisors hold the CFP designation.*.
We work with people who are retired, close to it, or widowed, ready to partner with a trusted financial advisor, desire investments that reflect their values, and have accrued a minimum of $1MM in investable assets. Amy and Mark were within five years of when they hoped to retire, and had worked hard and saved diligently so they would be able to.
We believe that every successful relationship is built on trust, communication, and understanding. That's especially true when finances are involved. And because the work we do at Orion Wealth Advisors is deeply personal, in addition to financial, we think it's also important that you genuinely enjoy working with us (and vice versa!)
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Chase Nicholas
May 20, 2021
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