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.