Broker Check

Igniting Confidence in Every Step of Your Financial Journey

We are a financial advisor firm helping clients protect their wealth for retirement. With our independent, client-first approach, Orion Financial is dedicated to providing tailored retirement strategies that safeguard your future and give you the freedom to enjoy life’s next chapter!
 

Start Here


Managing Risk & Protecting Your Wealth

Plans Built for You

Whether it’s traveling, volunteering, or spending time with loved ones, we create personalized retirement plans so you can focus on what you love most.

Clarity & Confidence

Navigate your retirement with confidence, supported by clear, straightforward guidance that puts you in control of your financial decisions.

Personalized Support

Feel secure with a financial partner who stays by your side, adapting your plan to fit your needs through every stage of retirement.

Our Team

Our Team

At Orion Financial, we specialize in helping clients protect and grow their wealth for a secure and fulfilling retirement. Offering services across the US, our team is committed to delivering personalized retirement strategies that safeguard your financial future. Meet our dedicated team and discover how we can help you enjoy life’s next chapter with confidence.

Our Locations


Morgantown, WV


High Point, NC


Park City & Heber City, UT


Pittsburgh, PA

Retirement Planning Services

Retirement Planning Services

We create comprehensive financial plans, based on your goals. Our services include:

• Retirement Income

• Tax Planning

• Investment Management

• Optimizing Insurance

• Social Security Timing & 401(k) Rollovers

Recognition

At Orion Financial, we believe in community. Our commitment to providing our clients with unbiased guidance towards their retirement goals have gained us recognition from our communities. We have been voted best of Morgantown, in the financial Financial Advisor category for a few years.




Send a Referral

Know someone who may benefit from a conversation with a financial professional?

When a client refers a friend, family member, or colleague to us, it's a sign of trust and confidence that we don't take lightly. Many of our clients have recommended us to others, and we're always grateful.

Simply provide your name and email and your friend's name and contact information below in the "additional info" section and submit the form. We will be sure to follow up with the same level of dedication we provide to you!

Thank you!
Oops!