About Orion Willis

Orion Willis was born in Lake Side, Arizona, and from an early age, he showed an interest in finance. This led him to pursue a degree in finance at Arizona State University, where he honed his understanding of the financial landscape. While attending ASU, he took part in an internship program at MetLife. This experience proved to be pivotal in shaping his career path.

During his time at MetLife, Orion noticed a significant gap in the financial services industry. Many individuals had financial planners, but they were often receiving fragmented advice. Each advisor focused on only one aspect of their finances, and the advice wasn’t always coordinated. This observation sparked an idea in Orion’s mind: he envisioned a firm where clients could receive a more integrated approach to financial planning. He wanted a firm where wealth management, legal advice, tax planning, and estate planning would all come together seamlessly, helping clients make the best decisions for their overall financial health.

With a clear vision, Orion decided to take the next step toward turning his idea into reality. In 2002, he founded Prime Wealth Advisors, a firm offering comprehensive and personalized financial planning services. Unlike traditional advisory firms that focused on specific areas of clients’ finances, Orion sought to provide a more holistic service, ensuring that each aspect of a client’s financial life was considered.

At Prime Wealth Advisors, clients can find wealth management, estate planning, tax strategies, insurance planning, and much more under one roof. Orion believed that financial success was not simply about accumulating wealth but about managing resources in a way that aligned with each individual’s unique goals and needs. Whether helping clients plan for a tax-efficient retirement, managing risk through insurance, or creating an estate plan to safeguard their legacy, Orion aimed to offer tailored solutions that addressed every angle of his client’s financial picture.

The Prime Position process is the foundation of Orion’s financial planning philosophy at Prime Wealth Advisors. This three-step approach ensures that each financial plan is custom-built for the client’s needs.

The first step, Prime Considerations, is about getting to know the client. Orion and his team take the time to understand the client’s values, goals, and concerns. This creates a strong relationship and a clear direction for the financial plan.

The second step, Prime Solutions, focuses on the five key areas of retirement planning: income, wealth management, tax strategies, health care, and estate planning. By evaluating these areas in depth, Orion can tailor strategies that meet each client’s specific needs.

The final step is Prime Strategy, which involves implementing and monitoring the plan. The financial plan is continuously adapted to reflect changes in the client’s life, ensuring it remains aligned with their evolving goals.

At the core of Orion’s work is his fiduciary commitment. This means that he is legally and ethically bound to act in the best interests of his clients, ensuring that their needs always come first. In a field where some financial advisors may be incentivized to recommend specific products or services for their monetary gain, Orion’s adherence to fiduciary standards distinguishes him from others in the industry.