# Orion Financial Advisors

Orion Financial Advisors is a Bank / Wealth / Trust based in Voorhees, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Voorhees, United States
- **Region:** North America
- **Address:** Voorhees, NJ, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** orionfinancialadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/orion-financial-advisors

## Regulatory record

- **CRD number:** 328757
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328757

## About

Orion Financial Advisors was established in 2023 and operates as a registered investment advisor headquartered in Voorhees, New Jersey. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth families, trusts, and estates. Its formation reflects the continued migration of advisory talent away from large broker-dealers toward independent, fiduciary-aligned RIAs. The firm's stated service model spans financial planning and discretionary portfolio management. Its client base includes individual retail investors, high-net-worth households, and fiduciary accounts such as trusts and estates. As a younger RIA, Orion's investment approach and asset-class mix are not publicly detailed, though the firm's regulatory filings confirm it provides advisory services to both non-institutional and fiduciary clients. Team size and total regulatory assets under management are not publicly disclosed. Orion Financial Advisors operates from a single office in Voorhees, New Jersey, and there is no public record of adjacent philanthropic vehicles, real-asset arms, or operating businesses. The firm has not announced major personnel moves, fund launches, or office expansions in its first two years of operation. Orion's structural profile is that of a local, independent RIA: a fiduciary model rather than a broker-dealer affiliate. This places it within the broad secular shift toward fee-only advice, but its current scale and public footprint remain minimal. The firm represents a classic post-2020 entrepreneurial advisory practice — a structure that allocators tracking emerging wealth managers may monitor for growth or personnel additions.

## Questions

### What services does Orion Financial Advisors provide?

Orion Financial Advisors offers financial planning, portfolio management, and wealth management services. The firm advises individuals, high-net-worth families, trusts, and estates. Its regulatory filing as a registered investment advisor confirms a fiduciary obligation to clients.

### Is Orion Financial Advisors a fiduciary?

Yes. As an SEC- or state-registered investment advisor, Orion Financial Advisors operates under a fiduciary standard, meaning it is legally required to act in its clients' best interests. This distinguishes its model from broker-dealers that operate under a suitability standard.

### Who are Orion Financial Advisors' typical clients?

The firm serves a mix of retail individuals, high-net-worth families, trusts, and estates. Its client base is local and private-client focused, without published institutional or pension relationships.

### Does Orion Financial Advisors manage institutional capital?

There is no public record of Orion Financial Advisors managing institutional capital such as pension funds, endowments, or sovereign wealth. Its stated client segments are individuals, high-net-worth families, trusts, and estates.

### Where is Orion Financial Advisors headquartered?

The firm is headquartered in Voorhees, New Jersey. There is no public record of additional offices or multi-state registration activity as of mid-2026.

## Related profiles

- [Orion Capital Management](https://altss.com/profile/orion-capital-management)
- [Orion Infrastructure Capital](https://altss.com/profile/orion-infrastructure-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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