Orion Advisory Partners, LLC - Raymond James

About Us

As a comprehensive financial planning firm, we specialize in guiding individuals, families and business owners through every stage of their financial journey. Our services include 401(k) takeovers and management, advanced tax mitigation strategies, retirement planning, estate planning and personalized financial roadmaps designed to build and preserve wealth. We are also proud to serve as the Executive Director and Director of the Family Office Association, connecting high-net-worth families with premier resources, multi-generational planning tools.

In addition, we are the exclusive provider of a trademarked and copyrighted financial literacy program, Financial Feud-a customized, interactive game show designed to educate and engage audiences. We've had the honor of being selected to deliver this program to one of the nation's most prominent college football teams, empowering student-athletes with the financial knowledge to build lasting wealth. We also offer this ''GAME SHOW'' complimentary to Churches, Associations, Companies and any group of 20 or more people.