Orion Capital was formed with you in mind. 

At Orion Capital, our experienced financial advisors have more than 200 years of collective experience helping clients meet their financial and life goals. Through tailored strategies we strive to cultivate lasting partnerships built on integrity, ensuring your financial well-being today and for generations to come.  We are only successful if you are successful.  Our guiding principle is to act for you as we would for ourselves and our families.

 

At Orion Capital, our namesake represents both our process and our philosophy.

Much like the constellation Orion, which has served as a navigational guide for millennia, we give clients steadfast guidance and support. In an industry known for uncertainty, we partner with you to provide meaningful, personalized wealth management strategies that help clients manage risks and avoid mistakes. Rather than chasing trends or reacting to market volatility, we remain patient and disciplined, maintaining a perspective that values long-term growth over short-sighted gain. Along the way, we communicate with transparency, to ensure every client feels encouraged, informed and prepared for the journey ahead.

Our Story

Our Commitment

The most successful financial plans require commitment and a long-term view. We believe the same is true for client relationships. Before we offer a word of advice, Orion Capital is dedicated to learning who you are, what’s important to you, and how you think about your family, your future and your finances. We strive to establish a relationship—and we let that guide everything we do.

Our Services

Financial Planning

Financial Planning

We’re dedicated to helping you build a financial plan that meets your goals.

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Your Partner

Your Partner

As your partner, we’ll help you build strategies for every phase of life.

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Riskalyze

Riskalyze

This unique tool takes the guesswork out of your financial future.

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Looking for guidance?
Let’s get to know each other.

It’s your life and you should live the way you want. When you share your goals, we’ll share financial advice that helps you live life to the fullest.

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