Advisors

Welcome to the IFG & Orion Community

This exclusive community is designed to support IFG Advisors with timely education, practical training, and on-demand resources powered by Orion. Explore live and recorded sessions, hands-on training, and curated learning programs to help you grow your practice, streamline workflows, and elevate client conversations.​

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How to Talk to Clients - With Confidence

Live Webinars

Recurring series hosted within the Orion/IFG Community format - practical, peer-driven education designed around real advisor-client conversations.

Live webinars feature Orion subject-matter experts covering market insights, platform capabilities, investment strategies, and real-world advisor use cases. Each session is interactive and designed to deliver practical takeaways you can apply immediately. The community format means advisors benefit from peer insights, not just top-down training, and are collaborative and relatable. 

Can't attend live? Every session is recorded and added to the on-demand library.

See the On-Demand Library

  • BlackRock Logo
  • 3Edge
  • Goldman Sachs
  • Capital Group
  • Charles Schwab
  • Vanguard
  • Ocean Park Investments
  • Fidelity Investments
  • Dimensional
  • Engine No. 1
  • Main Management, LLC
  • Meeder
  • Northern Trust
  • Clark Capital Management Group
  • Buckingham Strategic Partners
  • Wilshire
  • PIMCO
  • Toews Asset Management
  • Janus Henderson
  • Potomac
Advisor
Support and Training

Real Support. Real People.

Orion isn't just a platform — it's a support system built around how you work.

Through the relationship with Independent Financial Group and Orion, you’ll have access to hands-on support designed to help you get up and running quickly, streamline workflows, and confidently expand your wealth offering — including:

  • 1:1 Training: Get a personalized walkthrough for you and your team.
  • Ongoing Consults: Get hands-on support for proposals, workflows, platform resources, and more.
  • Onboarding Made Easy: We’ll help you get started with confidence.

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Territory Team Map

Find Your Team

Click on a region or select from the dropdown to find your Orion team for questions and support.

Your Questions, Answered

Frequently Asked Questions

What strategies and investment options are available?

Advisors have access to a broad range of investment options, including model-based strategies, custom portfolio construction, and flexible UMA structures. These options are designed to support a variety of client goals, risk profiles, and portfolio needs.

What kind of due diligence is done on investment strategies?

Investment strategies available through Orion undergo a robust due diligence process led by Orion’s Investment Strategy team. This includes quantitative analysis, qualitative review, and ongoing monitoring to help ensure strategies align with stated objectives, risk considerations, and long-term consistency standards.

Will I receive help getting started or moving my business?

Yes. Advisors have access to onboarding and transition support designed to help simplify setup, workflows, and early use of the platform. Ongoing support is also available as your wealth business grows.

What custodians are available?

Orion supports leading custodians, including Fidelity® and Schwab®, helping advisors to maintain existing custodial relationships. Custodian availability may vary based on account type and structure.

What technology is included?

Advisors gain access to Orion’s Advisor Portal, which supports proposals, portfolio construction, account setup, reporting, and ongoing portfolio oversight — all within a single, integrated platform. You’ll also get integrated access to more of Orion’s powerful resources, including a white-labeled Client Portal, Redtail CRM, Orion Planning, and Orion Risk Intelligence.

Where can I get more information or help?

Reach out to your Orion team for a consult, or find your territory-based team on our interactive sales map.

We're Ready. Are You?

We're built to support how you work — and our team is ready to help you take the next step. Contact us today to get started.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.