Our Approach

For comprehensive planning
with our Experienced professionals.

The Founders of Orion Capital have the CERTIFIED FINANCIAL PLANNER™ certification. This certification is the standard of excellence in financial planning—and at Orion Capital, the tenets of certification underpin our principles and our investment philosophy. As CFP™ professionals, they have met rigorous education, training, and ethical standards—and are committed to serving their clients' best interests today to prepare them for a more confident tomorrow.

Our advisors follow the 7-Step Financial Planning Process:

  1. Understanding our client’s personal and financial circumstances.
  2. Identifying, selecting and prioritizing goals.
  3. Analyzing our client’s current course of action and potential alternative courses of action.
  4. Developing financial planning recommendations.
  5. Presenting financial planning recommendations.
    • Implementing the financial planning recommendations.
    • Addressing implementation responsibilities.
    • Identifying, analyzing, and selecting actions, products and services.
    • Recommending, selecting and implementing actions, products and services.
  6. Monitoring progress and updating.