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Orion Wealth Advisors jobs and careers

Lexington, United States

About Orion Wealth Advisors

Orion Wealth Advisors provides independent, fee-only financial planning and investment advisory services to individuals and families. Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security. We take a different approach from most other financial advisors: We focus first on understanding you – your values, goals and dreams. Then we use our financial expertise to help you make them happen. As a result, we help clients create a secure and satisfying life, for themselves and their loved ones, now and into the future. Based in Massachusetts, we also serve clients in NH, NY and CA and in other states, by request. Advisory services offered by Trust Advisory Group, Ltd, a Registered Investment Advisor, 444 Washington Street, Woburn, MA 01801 (781) 933-6100

Founded in 2010 by Peter Hoffman.

Founded
2010
Employees
1 to 10
Headquarters
Lexington

Leadership

The top of Orion Wealth Advisors's org chart, with how many people report into each leader.

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Peter Hoffman

Founder

1 report

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Pam Hoffman

Client Services Manager

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