We know that you have a unique purpose behind your work, driven by a passion to make a difference every day. Whether it’s helping clients achieve lifelong dreams, guiding families through financial transitions, or creating generational impact, your mission deserves unwavering support. Orion stands beside you, proud to provide the financial technology and wealth management solutions you need to bring your best for every client and help turn your motivation into meaningful action.

Real Stories. Real Impact.

Meet six advisors who embody the diverse motivations behind the work they do. Each one has an impactful story that is a testament to the power of their passion and purpose. Get a glimpse into what drives these advisors — and how they’ve harnessed Orion’s tools to bring their unique missions to life.

Explore their stories and discover actionable insights you can apply to your own practice. Click through to read their stories in full and access valuable resources designed to support you and your "why."

Rob Beck
Wealth Management CPAs

Rob Beck

Rob Beck built a thriving advisory firm by merging tax planning with financial advising and partnering with Orion OCIO to scale operations — all while staying true to his values of kindness and community impact.

Discover Rob's Story
Blake Street
Warren Street Wealth Advisors

Blake Street

Blake Street's client-first approach and strategic partnership with Orion OCIO empower his firm to deliver deep impact with comprehensive, life-changing financial guidance.

Discover Blake's Story
Mike Woods
Principal Wealth Group

Mike Woods

Mike Woods built a firm dedicated to making an impact and empowering clients. Orion’s tech helps him focus on what drives him every day: helping clients achieve financial freedom.

Discover Mike's Story
Joseph Hosler
Auour Investments

Joe Hosler

Discover how Joe combines passion and expertise to empower clients and redefine financial advising. Explore his inspiring story and actionable tips to learn how purpose-driven strategies can create meaningful impact in the financial world.

Discover Joe's Story
Mike Klauke
Klauke Investments and Insurance Services

Mike Klauke

Mike Klauke focuses each day on building lasting relationships and creating impact for his clients. See how his client-first approach, supported by Orion's technology solutions, has shaped a thriving, community-focused advisory firm.

Discover Mike's Story
Todd Nuttall
Caliber Wealth Management

Todd Nuttall

Discover how Todd's commitment to relationships, hope, and impactful growth drives his success at Caliber Wealth Management. Explore his journey and learn how Orion’s technology empowers him to serve clients with purpose and precision.

Discover Todd's Story

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Whatever Your Why.

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