Orion Capital Management LLC

Orion Capital Management LLC is a fee-only Registered Investment Advisor and an independent fiduciary. We offer advanced wealth planning, as well as tax and retirement strategies coupled with custom investment management. Our mission is to enable our clients to live their best lives.

Why work with us?

Independent, objective advice. We put our clients' interests first, always.

Custom, not cookie cutter advice. We know that every client's situation is unique and deserves unique solutions. We strive to fully understand each client's personal and financial goals, then create a financial plan and investment portfolio to achieve those goals.

Boutique, high-touch service. We believe that each client should have the highest quality service with direct access to and advice from the principals of the firm. Our principals have over 45 years of combined investment management and financial planning experience.

We are honored and humbled to have been voted Best of Coronado Island 2022!

Find out if Orion Capital Management can help you: Schedule a Call