About Orion Willis

Orion Willis is a financial planner and fiduciary and the founder of Prime Wealth Advisors, a firm that offers holistic financial planning services. He brings over 28 years of experience, working closely with clients to create custom solutions in wealth management, retirement planning, taxes, and estate planning to ensure peace of mind. 

Orion Kelly Willis was born in Lake Side, Arizona, and pursued a degree in finance at Arizona State University. While at ASU, Orion participated in an internship program at MetLife. At MetLife, Orion noticed a gap in the financial services industry. Many people had financial planners but weren’t receiving the care and attention they needed. They were getting fragmented advice from various professionals, each looking at only one aspect of their finances. 

Orion saw an opportunity to do something different. He envisioned a firm that offered more than just financial planning; it would provide an integrated approach to securing people’s futures, bringing together wealth management, legal advice, tax planning, and estate planning all under one roof. He wanted to create a space where clients didn’t just receive advice but a well-rounded strategy that covered every corner of their financial life.

After completing his studies, Orion set out to bring his vision to life. In 2002, he founded Prime Wealth Advisors, a firm that provides clients with personalized financial planning services. Orion’s firm was meant to be different from traditional financial advisory firms that only focused on a single aspect of clients’ financial lives. Instead, Prime Wealth Advisors would offer a full range of services, including wealth management, estate planning, tax strategies, insurance planning, and more, to allow clients to address all their financial needs in one place.

By focusing on holistic financial planning, Orion set Prime Wealth Advisors apart from other firms that offered limited services. He believed that economic success wasn’t just about how much money someone had but how well they managed their resources across all aspects of their lives. Whether creating a tax-efficient retirement strategy, minimizing risk through insurance, or setting up an estate plan to ensure their legacy, Orion’s goal was to provide clients with a tailored financial plan covering every angle.

At Prime Wealth Advisors, Orion and his team follow a comprehensive three-step Prime Position process to create customized financial plans. The first step, Prime Considerations, involves understanding each client’s goals, fears, and values to build a strong relationship and establish a clear direction. In the second step, Prime Solutions assesses five key areas of retirement planning: income, wealth management, tax strategies, health care, and estate planning, tailoring a strategy to meet each client’s unique needs. Finally, Prime Strategy implements and continually monitors the plan, ensuring it adapts to the client’s evolving goals and circumstances.