
Orion Willis
Fiduciary Wealth Manager Financial Planner
Orion Willis is an experienced financial planner and the founder of Prime Wealth Advisors, a firm known for its commitment to providing clients with holistic financial planning services. With over 28 years in the industry, Orion has helped countless clients navigate the complexities of wealth management, retirement planning, taxes, and estate planning. His approach focuses on offering tailored solutions that address every aspect of a client’s financial life, ensuring their long-term security and peace of mind.
A Foundation in Finance
Orion Kelly Willis was born in Lake Side, Arizona, where his interest in finance first took root. He attended Arizona State University, where he earned his degree in finance. While studying, he had the opportunity to intern at MetLife, which gave him valuable insight into financial services. During his internship, Orion recognized a significant gap in the financial services industry. Many individuals had financial planners, but the advice they received was fragmented and lacked a unified strategy. He saw an opportunity to create a better, more comprehensive service for people who needed financial guidance.
Creating a New Path in Financial Services
Orion’s realization at MetLife sparked his desire to revolutionize the financial planning industry. He envisioned a firm that would not only offer individual financial services but would integrate all of them into a cohesive strategy. He aimed to provide clients with a comprehensive financial roadmap, including wealth management, tax planning, estate planning, and more. He wanted to create a space where clients could receive advice that covered every aspect of their financial life rather than relying on multiple advisors with narrow focuses.
The Birth of Prime Wealth Advisors
In 2002, Orion founded Prime Wealth Advisors to offer a holistic approach to financial planning. He aimed to create a firm providing various services, from retirement and wealth management to tax strategies and estate planning. His philosophy was simple: financial success isn’t just about accumulating wealth but managing it effectively across all areas of life. At Prime Wealth Advisors, Orion’s team works closely with clients to develop a strategy that fits their needs and goals.
The firm quickly set itself apart by focusing on holistic financial planning. Unlike many traditional firms that provide limited services or specialize in one area, Prime Wealth Advisors offers a comprehensive approach, ensuring that clients receive well-rounded and tailored strategies for every aspect of their financial situation.
The Prime Position Approach
Orion and his team at Prime Wealth Advisors use a well-structured, three-step process known as the Prime Position approach. This process is designed to provide clients with customized financial plans that meet their unique needs. The first step, Prime Considerations, is understanding the client's values, goals, and fears. This foundational understanding helps create a clear and actionable plan.
The second step, Prime Solutions, focuses on five key areas of financial planning: income management, wealth building, tax strategies, healthcare planning, and estate planning. The team develops a comprehensive strategy tailored to the client’s financial goals by evaluating each of these areas. Finally, in the Prime Strategy phase, the plan is implemented, and Orion’s team ensures that it is regularly reviewed and adjusted as the client’s life and financial situation change.
A Fiduciary Who Puts Clients First
As a fiduciary, Orion holds himself to the highest ethical standards in his financial practice. He is legally required to always act in the best interests of his clients, placing their needs above his own. This promise sets him apart in an industry where some advisors may recommend products or services that benefit them financially.
For Orion, the fiduciary role is not just a professional obligation but a personal value. He firmly believes that trust is the foundation of any successful relationship, and he has worked tirelessly to build that trust with each client. His commitment to transparency, ethical conduct, and putting clients’ needs first has made him a highly regarded figure in the financial planning community.
Contributions to the Community
Beyond his work as a financial planner, Orion has been an active member of his local community. For the past three years, he has been the title sponsor for the Sun City West Pickleball Club, donating over $28,000 to support the club’s activities and charitable endeavors. This sponsorship has helped the club grow and become vital to the local community, furthering Orion’s commitment to giving back.
In addition to his involvement with the pickleball club, Orion is also engaged with the Sun City West Property Owners' Association (PORA), an organization dedicated to improving the quality of life for residents. Orion’s involvement in these initiatives reflects his belief in positively impacting others' lives.
Family and Personal Life
Despite his busy professional life, Orion dramatically values his family and personal well-being. He is married and the proud father of two children, and he takes pride in being an involved and supportive husband and father. Orion enjoys spending quality time with his family and enjoys exploring new hobbies. A passionate language learner, he has studied Japanese, Mandarin, and Tagalog, reflecting his curiosity and desire to connect with people from diverse backgrounds.
In addition to his personal and professional commitments, Orion is deeply involved in his faith. As an active member of the Church of Jesus Christ of Latter-day Saints, his beliefs guide many aspects of his life. His faith provides him a sense of purpose and fulfillment, personally and professionally, and reinforces his commitment to serving others.
Orion Willis: A Legacy of Integrity and Service
Orion Willis is not only a trusted financial planner but a person whose values of integrity, service, and commitment to the community have shaped his professional and personal life. Through Prime Wealth Advisors, he has helped countless individuals and families secure their financial futures by providing them with a comprehensive and personalized financial plan. His dedication to being a fiduciary, holistic approach to financial planning, and active involvement in his community all contribute to his lasting impact on the lives of those he serves.
As Orion continues to guide clients through the complexities of financial planning, he remains focused on his mission to provide the highest level of service, support, and expertise. His commitment to helping others achieve financial security ensures that he will continue to make a meaningful difference in the lives of his clients for years to come.