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Financial Planning in High Point, NC

Orion Financial offers financial planning in High Point, NC. We strive to bring financial stability through custom financial plans and investment strategies that achieve your long-term goals.

John C. Halley IV

John C. Halley IV

Financial Planner

“I joined Orion in 2011.  Watching people who’ve asked me “can I retire?  Do I have enough?”  actually successfully retire is one of the most gratifying things we do.  Helping people fulfill their dreams of retirement never gets old!”

In 2011 John Halley joined the Orion Financial family and began retirement planning and wealth management in Greensboro, North Carolina and the surrounding area. He has since moved locations to High Point, NC, but John’s investment philosophy and dedication to putting the client’s interest continues to aligns with the core mission of Orion Financial. To find out more about John Halley and his story, CLICK HERE.

John focuses on building deep personal relationship with his clients. He does this throughout the planning process by truly listening and understanding what is important to them. John works with individuals who are 10 years or less from retirement and assists with accumulation and preservation to help clients pass down wealth to their heirs. John also specializes in Social Security timing and choosing the bests Medicare options that fit their needs.

As an independent financial planning firm in High Point, it is our goal to help individuals prepare for their financial future to ensure our clients spend more time doing what they love in retirement. John Halley continues to passionately help people with their investments and retirement planning at our office in the heart of High Point, North Carolina. 

There are many financial advisors, what makes us different?

Why Orion?
Edison White

Edison White

Financial Planner

“Finance and economics have been a long time interest of mine. So in 2025 I joined Orion because I felt that was the best place that I could apply those interests and help clients achieve their goals. Seeing how we can bring a peace of mind to clients planning for their retirement is incredibly gratifying, and building a relationship with those clients is an added bonus as we work through life’s twists and turns.”

WANT TO KNOW HOW JOHN HALLEY CAN HELP YOU?

Schedule a short, free consultation to see if we are right for you

START HERE

3980 Premier Drive. Suite 110
High Point, NC 27265

Phone: (336) 791-0588
Fax: (336) 256-9994

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

John Halley  jhalley@cfiemail.com



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