In 2021, during a time of extraordinary need, Orion began offering our Orion Planning financial planning tool free of charge to all advisors serving pro bono clients, regardless of whether they used our wealthtech platform. Two years later, and we’re not done.
We’ve expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial advice and planning to people in need through our sponsorship for FFP’s digital volunteer matching platform, ProBonoPlannerMatch.org, which aims to connect 10,000 certified financial planner professionals to pro bono service opportunities, bringing free financial advice and planning to underserved individuals and families, including low-income workers, seniors, cancer patients, military and veterans, and many others.
Ready, set, race! The Orion team hosts an annual 5k race fundraiser to benefit the Millard Chapter of the TeamMates Mentoring Program in our hometown of Omaha, NE, as well as virtually for team members across the country.
Last year’s race saw record-breaking participation (up 46% from the previous year), attracted over 65 participants, and together, we raised more than $47,000 in sponsorship funds for TeamMates, a school-based, one-to-one mentoring program — another record and up nearly 50% year-over-year.* Now that’s One Orion.
