Orion Capital is an independent financial services and wealth management firm that offers dynamic opportunities, technology and support for independent wealth advisors. We believe in a collaborative culture that alleviates the burdens of running your own business while letting you focus on what you love most—taking great care of your clients. When you join our team, we’re just as committed to your growth and success as you are.
As prior wirehouse managers and advisors, who have experienced the pain points of payouts and support, and we know firsthand the advantages of going independent. By joining our investment services firm, you will work alongside advisors with over 100 years of combined experience. We are dedicated to helping you maintain and grow your business through coaching, training and access to state-of-the-art tools. We also provide experienced administrative and back-office support.
In addition to office hardware and ongoing technical support, Orion Capital has access to technology that enhances the services and reporting standards they can offer to clients. Available programs include: