Orion Financial Advisors is an independent, fiduciary financial planning firm based in Voorhees, New Jersey. The firm says it puts clients’ interests first and builds personalized strategies around their goals, lifestyle, risk tolerance, and long-term financial needs. Its coordinated approach connects key parts of a client’s financial life to support informed decisions and greater clarity about the future.

Services include retirement planning and income strategies, investment management, portfolio and risk management, and proactive tax planning. Orion also provides guidance on Social Security, Medicare, and insurance, as well as legacy and estate planning intended to help clients preserve assets and transfer wealth according to their wishes. The firm offers educational workshops on retirement, benefits, taxes, investments, and related financial topics, along with ongoing planning support and client relationships. Prospective clients can schedule a free consultation, and the firm’s newsletter shares financial insights, educational updates, and workshop information. Advisory services are offered through Orion Financial Advisors, LLC, a registered investment adviser; insurance products are offered separately.