Business Details
Your Trusted Partner for Financial Planning & Investment Advisory
Orchid Wealth Management is a trusted fiduciary financial advisory firm dedicated to empowering individuals and businesses to achieve long-term financial success. Founded on principles of transparency, integrity, and client-first service, we specialize in crafting personalized retirement income plans and values-based investment strategies tailored to each client's unique goals and ethical priorities. Our fee-only structure ensures complete alignment of interests, as we are compensated solely by negotiated fees without commissions or third-party incentives. With decades of combined experience in financial planning and investment management, our team provides objective guidance to help clients navigate market complexities while avoiding common pitfalls driven by fear or impatience.We serve as stewards of our clients' financial futures, prioritizing disciplined wealth accumulation through low-cost, diversified portfolios and unwavering adherence to fiduciary standards. Our commitment to education and simplicity enables clients to make informed decisions, whether managing personal investments or optimizing employer-sponsored retirement plans. By focusing on long-term growth and cost efficiency, we help clients build sustainable wealth that supports their aspirations for financial freedom and generational legacy.
Services
Retirement Income Planning
Values-Based Investing
Investment Management
Fiduciary Advisory
Employer Retirement Plans
Highlights and features
- We operate as a fiduciary financial advisor, legally obligated to prioritize client interests above all else.
- Our fee-only compensation model eliminates conflicts of interest by avoiding commissions or third-party payments.
- Specialized expertise in retirement income planning and values-based investment strategies.
- Founder Seth Swenson holds an MBA and Series 65 certification with over 20 years of investing experience.
- Customized portfolio creation that aligns with individual ethical values and financial objectives.
Services
Retirement Income Planning
We develop customized retirement income plans that align with individual financial goals and risk tolerance. Our approach focuses on long-term wealth accumulation through diversified portfolios while minimizing fees and avoiding market timing errors. By maintaining strict fiduciary standards, we ensure all recommendations prioritize client interests and help achieve sustainable retirement income.
Values-Based Investing
This service creates investment portfolios that reflect clients' personal values and ethical considerations. We help clients avoid industries conflicting with their principles while identifying opportunities aligned with their beliefs. Our approach combines financial analysis with values screening to deliver competitive returns without compromising personal convictions.
Fiduciary Advisory
As registered investment advisors, we provide fiduciary-level financial advice that legally prioritizes client interests. Our services include portfolio reviews, investment selection, and ongoing monitoring to ensure compliance with fiduciary standards. This service is particularly valuable for employer-sponsored retirement plans requiring fiduciary support.
Employer Retirement Plans
We help businesses optimize retirement plans by reducing fees and improving investment options. Our services include fiduciary education, participant guidance, and plan benchmarking to ensure compliance with ERISA guidelines. We focus on simplifying plan structures while enhancing employee engagement and retirement readiness.
Investment Management
Our investment management service focuses on creating low-cost, diversified portfolios tailored to individual risk profiles. We emphasize long-term equity ownership and disciplined rebalancing strategies to maximize returns while minimizing volatility. The service includes regular performance reviews and adjustments to maintain alignment with evolving financial goals.
People
Seth Swenson
Founder, President
MBA holder with over 20 years of investing experience, Seth founded Orchid Wealth Management as a California registered investment advisor. He holds Series 65 certification and brings expertise from banking, biotech, and renewable energy sectors. Seth specializes in fiduciary financial planning and values-based investing strategies.
Questions
What services does Orchid Wealth Management offer?
We specialize in retirement income planning, values-based investing, fiduciary advisory services, and employer retirement plan optimization. Our fee-only model ensures objective advice aligned with client interests.
Are you legally required to act in my best interest?
Yes, as a registered investment advisor fiduciary, we are legally obligated to prioritize client interests above our own in all financial recommendations.
How are your services compensated?
We operate a fee-only structure with transparent negotiated fees. We do not receive commissions or third-party compensation, ensuring complete alignment with client objectives.
Can you help with employer-sponsored retirement plans?
Yes, we assist plan sponsors with fiduciary education, fee reduction, investment optimization, and participant guidance to improve retirement outcomes for employees.
What is values-based investing?
This approach creates portfolios aligned with personal ethics by avoiding conflicting industries and supporting values-consistent opportunities while maintaining financial viability.
Reviews (1)
Cmac
Jan 12, 2022
Report
Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.
