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.

The Vision Behind Prime Wealth Advisors

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.

Orion’s Approach to Financial Planning

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.

A Fiduciary and Advocate for Clients’ Best Interests

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.

For Orion, being a fiduciary is more than just a professional obligation; it’s a personal value. He believes that trust is the cornerstone of any successful relationship, and he has worked diligently to earn the trust of his clients. Whether helping them plan for retirement, manage investments tax-efficiently, or establish an estate plan, Orion’s goal is to recommend the solution that best meets the client’s needs, not his own.

Community Involvement

Orion’s commitment to helping others extends beyond his professional life. He has played an active role in his community, mainly supporting the Sun City West Pickleball Club. As a title sponsor for the club, he has contributed over $28,000 to the organization over the past three years. His support has helped the club thrive and expand its charitable efforts, making it a cornerstone of the local community.

In addition to his involvement with the pickleball club, Orion has contributed to other community organizations, including the Sun City West Property Owners’ Association (PORA). PORA works to enhance the quality of life for residents in the area, and Orion’s contributions have impacted the community.

Family Life and Hobbies

Despite his professional success, Orion remains focused on his family. He is a proud husband and father to two children and enjoys spending time with his family whenever possible. His commitment to his loved ones is integral to his life, and he values the balance between his career and personal life.

Orion enjoys exploring new hobbies and expanding his knowledge outside work and family commitments. He is interested in languages and is currently learning Japanese, Mandarin, and Tagalog. His passion for language learning reflects his curiosity and desire to connect with people from different cultures and backgrounds.

Orion’s involvement in his faith community is also a central aspect of his life. As an active Church of Jesus Christ of Latter-day Saints member, he finds fulfillment and purpose beyond his professional endeavors. His faith gives him a sense of direction and guides his interactions with others, personally and professionally.

Throughout his 28 years of experience in the financial industry, Orion Willis has built a reputation as a trusted financial planner and fiduciary. His firm, Prime Wealth Advisors, has become a leader in offering holistic financial planning services, and Orion continues to help clients navigate the complexities of wealth management, retirement planning, taxes, and estate planning. Through his commitment to always acting in his client’s best interests, community involvement, and unwavering focus on family and faith, Orion remains a humble yet highly respected figure in his field.