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. In short, we strive to establish a relationship—and we let that guide everything we do.

At Orion Capital, our client relationships are defined by radical transparency, tireless dedication and thoughtful personalization, all coming together to build enduring partnerships. We’re honest. We’re committed. We’re responsive. Most of all, we’re a friend—ready to meet you wherever you are, take you to where you’d like to be, and walk beside you every step of the way. At Orion, we believe that financial advising offers the greatest benefit when it creates lifelong partnerships.  As an Orion Capital client, you’ll discover the confidence that comes from having someone in your corner, every single day.

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Transparency

Investing can be overwhelming to even the most experienced investor. No matter how much financial knowledge you have, we’re here to guide you through the investment process and build a relationship based on trust and transparency. As your partner, we act with the highest level of integrity and put your interests above all else.

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Dedication

As Certified Financial Planner™ professionals, we put a premium on planning versus simply investing—and our approach values long-term growth over short-sighted gain. We’re dedicated to understanding your financial goals and we’re passionate about finding investment strategies that will help you pursue them.

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Personalization

When it comes to financial planning and investment strategies, there’s no such thing as “one-size-fits-all.” Rather than following trends or working from a template, we take your needs, values and goals into account with every decision we make. The best financial plan is guided by your life—nothing more, nothing less.

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Partnership

As your financial planning partners, we strive to be much more than a consultant. We aim to become a trusted friend—helping you celebrate wins, face challenges and navigate the journey of life. If you have a dream, don’t keep it to yourself. Share it with us and we’ll help walk you there, every step of the way.

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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