Orion is an independent Registered Investment Advisor located in Coronado, California. Our firm operates as a fee-only financial advisor and is focused on helping successful entrepreneurs and professionals protect and grow their wealth. We offer customized investment management services coupled with advanced wealth planning and tax strategies.
We strive to fully understand each client's personal and financial goals, then create a plan to achieve them. We create and manage a strategy that is tailored to the specific circumstances of each client and uses a wide range of investment instruments. Much of the advice that large financial services firms provide today is compromised by commissioned sales or middle-man arrangements.
We strive to fully understand each client's personal and financial goals, then create a plan to achieve them. We create and manage a strategy that is tailored to the specific circumstances of each client and uses a wide range of investment instruments. Much of the advice that large financial services firms provide today is compromised by commissioned sales or middle-man arrangements.
Services
Orion Capital Management, a fee-only financial advisor in San Diego, CA, is led by two principals who are both highly-educated, experienced professionals, committed to continuous learning. We are dedicated to delivering you the highest quality investment management and financial planning advice possible.
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.
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.
We take the time to understand each client's long-term goals and dreams coupled with their current financial circumstances. We use this knowledge, combined with the vision of where the client would like to be, and tailor a detailed financial plan to help each client live an abundant life. On the surface, financial goal setting may seem easy.
There is no investment portfolio that is perfect for everyone, but there is an investment portfolio that is very nearly perfect for each individual client. As our clients' lives unfold and as their goals and priorities evolve, we strive to the find that perfect portfolio for each client. We offer clients truly customized investment management portfolios; not one-size-fits all solutions.
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