Orion Willis

Orion Willis is a financial planner, fiduciary, and the founder of Prime Wealth Advisors, a firm specializing in comprehensive financial planning. With over 28 years of experience in the financial services industry, he has dedicated his career to helping clients build wealth and retirement plans and manage taxes and estate planning. His firm offers a holistic approach, ensuring that all aspects of a client’s financial situation are addressed with personalized, well-rounded strategies that lead to lasting peace of mind.

Orion’s journey into finance began at Arizona State University, where he earned a degree in finance. His internship at MetLife revealed a significant gap in the industry, as many clients were receiving fragmented financial advice from multiple professionals. This insight motivated him to create a firm that would bring together wealth management, tax planning, estate planning, and other financial services under one roof, allowing clients to receive a more cohesive strategy for securing their future.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a truly integrated approach to financial planning. Unlike many traditional firms that focus on one aspect of a client’s finances, his firm takes a comprehensive approach, ensuring that every financial decision is made with the client’s overall goals in mind. The firm’s offerings cover all aspects of economic well-being, from managing investments to creating tax-efficient strategies, retirement planning, and estate planning.

As a fiduciary, Orion’s top priority is always the best interests of his clients. He is committed to ensuring that every recommendation is in the client’s best interest and free from conflicts of interest. This unwavering dedication to his clients has built trust, allowing him to form long-lasting relationships with those he serves.

Outside of his professional life, Orion values his family and community. He is married with two children and enjoys spending quality time with them. He is also deeply involved in his local community, supporting various charitable causes, including the Sun City West Pickleball Club, where he has contributed financially to the organization’s success.

Orion Willis leads with integrity, guiding his clients through their financial journeys while focusing on family and giving back to the community.