Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to offering comprehensive, holistic financial planning services. With over 28 years of experience, he has worked diligently to help clients manage their wealth, plan for retirement, navigate taxes, and establish estate plans that provide long-term security. His approach centers on building personalized financial strategies that address every aspect of his client's financial lives, ensuring they are well-equipped to achieve their goals. Born in Lake Side, Arizona, Orion’s journey into finance began at Arizona State University, where he earned his degree in finance. At ASU, he participated in an internship at MetLife, where he recognized a significant gap in the financial services industry. He observed that many people had financial planners but lacked integrated advice. Each advisor would focus on one area of their economic life, often leading to disconnected and fragmented planning. This insight inspired him to create a firm offering a more comprehensive solution to clients, combining wealth management, tax planning, estate planning, and legal advice under one roof. In 2002, Orion founded Prime Wealth Advisors to provide clients with an all-encompassing financial plan tailored to their unique needs. He believed that true financial success came from managing every aspect of one’s economic life, not just focusing on one area. His firm stands out by offering personalized solutions that incorporate various aspects of financial planning, from retirement to tax-efficient investment strategies. Orion’s approach to financial planning is built on trust and a commitment to always act in his client's best interests. As a fiduciary, he is legally bound to prioritize his clients' needs, ensuring their financial well-being is always the primary focus.