Orion Willis

Fiduciary Wealth Manager Financial Planner

Sun City West, Arizona

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Summary

Orion Willis is a financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive financial services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate complex financial challenges, including wealth management, retirement planning, tax strategies, and estate planning. He delivers personalized, holistic solutions that address every aspect of a client’s financial life, ensuring long-term stability and peace of mind.

Born in Lake Side, Arizona, Orion developed an interest in finance early in life, which led him to pursue a degree in finance at Arizona State University. While attending ASU, he gained practical experience through an internship at MetLife, where he began to recognize a gap in how financial services were provided. He observed that many clients were receiving fragmented advice from different professionals, with each focusing on only one part of their financial picture. This realization sparked his vision for a firm offering an integrated, all-encompassing approach to financial planning.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a coordinated financial strategy. The firm offers a broad range of services, including wealth management, retirement planning, tax strategies, and estate planning, all designed to work together to achieve clients’ financial goals. By providing a comprehensive approach, he ensures clients can make well-informed decisions aligning with their long-term objectives.

Orion Willis

Fiduciary Wealth Manager Financial Planner

Summary

Experience

Founder

PRIME WEALTH ADVISORS / Sun City West, Arizona, United States

Education

Arizona State University

Finance