When Stephen Godfrey learned that a private equity firm was acquiring his former platform, he knew change was coming, and he didn’t want to be on the receiving end of it. Recognizing the need for a proactive approach, he began exploring alternatives. With over 20 years of experience as an independent financial advisor, he understood that staying ahead meant taking control and finding a partner who wouldn’t just support his practice but strengthen it. What followed was a 30-day onboarding experience that surpassed expectations and left Stephen wondering why he had not made the move sooner. Read about Stephen's Orion onboarding experience in this case study.
