top of page
Orion-Home.jpg

Retire with Confidence

Subtle Shapes Transparent

Explore your future.

Our mission is to help you create a secure and satisfying life, for yourself and your loved ones, now and into the future. We provide financial planning and investment management to near-retirees, retirees, and widows.

Subtle Shapes Transparent

Having a plan will help you pursue your dreams while staying comfortably grounded in financial security. 

We believe in a holistic approach to financial planning which incorporates Financial Life Planning and values-based investing. Throughout this personal process we’ll review your values, priorities, and goals, and then apply our financial experience to enable you to feel secure while living the life you want.

Who We Serve

Orion-NearingRetirement.png

Nearing Retirement

Amy and Mark were within five years of when they hoped to retire. They have worked hard and diligently saved to make their dream retirement a reality.

Orion-AlreadyRetired

Already Retired

Eric and Holly retired seven years ago, and realized they wanted trusted financial advice to help them navigate the market and best use their savings.

Orion-Clients.jpg

Widowed

After unexpectedly losing her husband at the age of 53, Carol was grieving and confronting financial tasks that she had never handled alone before.

Subtle Shapes Transparent

Welcome to
Orion Wealth Advisors®  

Orion-Logo-White-5.png

My name is Peter Hoffman, and I’m the founder of Orion Wealth Advisors®. I’m drawn to this work because I find meaning in helping others plan for and successfully lead the lives they want to live. This is why, as a CFP® professional and fiduciary, I pair life planning techniques with more traditional financial planning and investment management.

 

When not working with my clients, you can find me spending time with my wife and two sons, taking photos of landscapes and nature (all the photos on this site are from my various camera rolls,) hiking, gardening, and traveling. You can probably tell that I love being in nature.

 

I look forward to getting to know you and seeing how I can help you live a financially secure life.

Orion-Peter.png
PeterSignature.png

Peter Hoffman, MBA, CFP®, RLP®

Founder

Considering Working with Orion Wealth Advisors®?

5.31 white orion logo with mark (1).png

©2024 Orion Wealth Advisors®  

®Reg. U.S. Pat. & T/M Off

cfp_white.png
FPA_ProudMember_edited_edited_edited_edi
unnamed%20(1)_edited.jpg

Currently registered to serve clients that reside in MA, NY, and CA. We will register to serve clients in other states as needed.

Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Investment advisory services are offered through Trust Advisory Group, Ltd., a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX does not provide tax advice. TAG ADV 2A 2B and CRS available here. 

Check the background of this investment professional on FINRA's BrokerCheck.

bottom of page