When Orion succeeds at our mission, the world will see people more invested and in control of their financial future than ever before. Our commitment to shaping the advisor-client journey has far-reaching impact to people from all walks of life grow and thrive through initiatives that support our core business and extend beyond it.
A strong advocate for pro bono service, Orion is a major supporter of the Foundation for Financial Planning (FFP), the nation’s leading nonprofit charity devoted to bringing pro bono financial planning and advice to people in crisis or need. Orion CEO Eric Clarke sits on FFP’s board of trustees and Corporate Advisory Council. In 2021, we announced that we’re letting any and every advisor use Orion’s Financial Planning tool to provide pro bono financial advice as millions of Americans are recovering from the economic impact of COVID-19.
Orion provides financial support and leadership for Invest in Others. CEO Eric Clarke is a board member for the non-profit organization that recognizes financial professionals and firms for their philanthropic work, helping financial advisors make the most of their charitable work and have an even bigger impact.
From Junior Achievement to local food banks, Orion team members and leaders are active in giving back to their communities. In Omaha, Orion team members host and participate in the annual TeamUp for TeamMates 5k run to benefit area youth through mentoring.
Committed to a Better Financial Future for All
Connecting 10k Advisors to Families Facing Financial Hardship
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.