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Financial Planning in Morgantown, West Virginia

We at Orion Financial have been helping people with retirement planning in Morgantown and the surrounding area since opening in 2002.

Established 2002, John M. Stolar and Allen D. Poe founded Orion Financial after leaving a large NYC firm to have the freedom to better serve their clients and better protect them from market downturns. We wanted to better serve our clients and community by starting our own independent financial and retirement planning firm. Since then, Orion Financial has grown bigger and stronger all because of the team that has been built over the years. We are continuously striving to improve the client experience by providing the best service and care. If you are new to Orion Financial, we would love the opportunity to hear your story.

Located in the heart of Cheat Lake, we are committed to providing continuous support and outstanding service. We incorporate your goals and concerns as we develop, implement, and monitor a strategy that’s designed for your individual situation. John Stolar has been helping people with their Investments and Retirement Planning in Morgantown, West Virginia for more than 30 years. All our energy, commitment, and efforts are focused on you, the client, and going above and beyond your expectations.

Click below to find out what makes us different

Why Orion?
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John M. Stolar AIF®

Co-Founder & Financial Planner

“I have been fortunate enough to have helped and continue to help people successfully retire in my community of Morgantown since graduating from WVU. I look forward to the many years to come after welcoming my son Isaac Stolar into the business in 2019. I encourage anyone to take the time to find out how we can help.” 

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Simply follow our B.E.G.I.N. process:

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Our Locations

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1211 Cheat Road
Morgantown, WV 26508

Phone: (304) 594-3340
Fax: (304) 594-0202
Toll-Free: (877) 594-3340

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

Allen Poe  apoe@cfiemail.com

John Stolar  jstolar@cfiemail.com


Directions:

From I-79, to I-68

From I-68 East, take Exit 7-Pierpont Exit, and at the end of the exit, turn RIGHT at the lights and travel up the road.

  • Go thru a set of lights.
  • There will be a 3-way Stop ahead. After stopping, go through the 3-way stop and stay on the main road.
  • On your right you will see a large sign at the end of a driveway for Avery United Methodist Church.
  • Continue on main road and slow down as we are on the right hand side as the road curves a bit to the right.
  • There is an Orion Financial sign to the left hand side of a long paved driveway heading up to the office. There is plenty of parking at the top and you will enter to the rear of the building.

From I-68 West, take Exit 7-Pierpont Exit, and at the end of the exit Turn LEFT at the lights. Cross the highway and continue on road and thru a set of lights. Travel approximately 1.3 miles

  • Go thru a set of lights.
  • There will be a 3-way Stop ahead. After stopping, go through the 3-way stop and stay on the main road.
  • On your right there is a large sign at the end of a driveway for Avery United Methodist Church.
  • Continue on main road and slow down as we are on the right hand side as the road curves a bit to the right.
  • There is an Orion Financial sign to the left hand side of a long paved driveway heading up to the office. There is plenty of parking at the top and you will enter to the rear of the building.

If you have any questions, please feel free to call us at 304-594-3340 or on our toll free number at 877-594-3340.

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