Business Details
Your Trusted Partner for Financial Planning in Lexington, MA
At Orion Wealth Advisors, we are dedicated to helping individuals create secure and fulfilling financial futures. Our holistic approach combines Financial Life Planning with values-based investing to address the unique needs of near-retirees, retirees, and widows. As CFP professionals and fiduciaries, we prioritize our clients' best interests, offering personalized strategies for retirement income, tax optimization, estate planning, and investment management. With a focus on transparency and trust, we guide clients through complex financial decisions while aligning solutions with their personal values and life goals. Our team brings decades of combined experience in financial planning, supported by rigorous certifications and a commitment to ongoing education.By integrating life planning techniques with traditional financial expertise, we empower clients to navigate retirement transitions, market volatility, and unexpected life events with confidence. Our client-centered process emphasizes open communication, comprehensive analysis, and adaptive strategies tailored to evolving circumstances. We serve clients in Massachusetts, New York, Delaware, and California, with plans to expand our reach to better serve communities nationwide.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Education Planning
Social Security Optimization
Wealth Transfer Strategies
Portfolio Diversification
Highlights and features
- We operate as fiduciaries, legally bound to act in your best interest
- Our advisors hold the CFP and RLP professional designations
- We integrate life planning with financial strategies for personalized solutions
- We specialize in serving retirees and pre-retirees with $1M+ investable assets
- Our values-based investing approach aligns portfolios with personal principles
Associations and certifications
- CFP Board
- RLP Institute
Services
Financial Planning
Our comprehensive financial planning process clarifies your values, goals, and priorities while identifying potential obstacles. We develop customized strategies addressing retirement income, tax optimization, and estate management. Our fiduciary advisors ensure all recommendations align with your personal circumstances and long-term objectives.
Investment Management
We design and implement diversified investment portfolios tailored to your risk tolerance and financial goals. Our approach includes ongoing monitoring, tax-efficient strategies, and access to independent investment managers. We focus on minimizing tax liabilities while maintaining alignment with your values and retirement timeline.
Retirement Planning
Our retirement planning specialists help transform savings into sustainable income streams. We analyze Social Security claiming strategies, develop withdrawal plans for retirement accounts, and create contingency plans for unexpected expenses. The process ensures your financial resources support your desired lifestyle throughout retirement.
Tax Planning
We identify tax reduction opportunities through strategic Roth conversions, tax-advantaged investments, and charitable giving strategies. Our approach integrates with overall financial planning to minimize lifetime tax burdens while maintaining portfolio growth potential and liquidity.
Estate Planning
Our estate planning process evaluates your current arrangements and develops strategies to minimize wealth transfer taxes. We collaborate with your legal advisors to implement effective succession plans, charitable giving strategies, and contingency arrangements for unexpected life events.
People
Peter Hoffman
Founder
Peter Hoffman is the founder of Orion Wealth Advisors and a CERTIFIED FINANCIAL PLANNER professional with over 20 years of experience in financial services. He specializes in helping retirees and pre-retirees achieve financial security through values-based investing and life planning techniques. Peter holds an MBA and maintains active fiduciary certifications.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, tax optimization, estate planning, and values-based investing strategies tailored to retirees and pre-retirees.
Are you a fiduciary financial advisor?
Yes, we are legally and ethically bound to act in your best interest as CFP® professionals and registered fiduciaries with the SEC.
What is your approach to retirement planning?
We combine life planning techniques with financial expertise to create personalized retirement income strategies that address Social Security optimization, tax minimization, and portfolio sustainability.
Do you work with clients outside Massachusetts?
We currently serve clients in MA, NY, DE, and CA, and will register in additional states as needed to accommodate our clients.
What are your minimum account requirements?
We specialize in working with clients who have accumulated $1 million or more in investable assets to ensure we can provide comprehensive, tailored solutions.
Reviews (1)
Chase Nicholas
May 20, 2021
Report
Very knowledgeable and informative resource for my wealth building journey. It's been a pleasure working with them.
