Orion Willis

Orion Willis is a financial planner and fiduciary and the founder of Prime Wealth Advisors, a firm known for its holistic approach to financial planning. With over 28 years of experience, he has built a career focused on providing tailored financial solutions encompassing wealth management, retirement planning, taxes, and estate planning. His firm ensures clients reach their financial goals and gain peace of mind through comprehensive, personalized strategies.

Born in Lake Side, Arizona, Orion pursued his passion for finance by earning a degree at Arizona State University. At ASU, he gained valuable insight into the financial industry through an internship with MetLife. During this internship, he recognized a gap in how financial services were being provided. Many individuals had financial planners, but the advice they received often lacked coordination. Each professional handled a different part of their finances without a cohesive strategy. This experience ignited a vision in Orion to create something different. This firm offers an integrated approach to financial planning, where wealth management, legal advice, tax strategies, and estate planning combine to create a more holistic service for clients.

After completing his studies, Orion decided to turn his vision into reality. In 2002, he founded Prime Wealth Advisors, a firm focused on offering personalized, comprehensive financial services that address all aspects of a client’s economic life. Unlike traditional firms specializing in one area, he wanted to create a firm where clients could receive a well-rounded financial strategy all under one roof. The goal was to ensure that individuals didn’t just receive fragmented advice but a plan that integrated wealth management, tax planning, estate planning, and more, with each component working harmoniously to meet their financial needs.

At the heart of Prime Wealth Advisors is Orion’s commitment to the Prime Position strategy, a three-step process. This process ensures that each client receives a customized financial plan. The first step, Prime Considerations, is about understanding the client’s values, goals, and priorities, which helps build a strong foundation for the plan. The second step, Prime Solutions, focuses on key areas such as income, wealth management, tax strategies, healthcare, and estate planning, creating a comprehensive strategy tailored to the individual’s needs. Prime Strategy's final step is implementing the plan and its ongoing monitoring to ensure it remains aligned with the client’s changing circumstances and goals.

One key element distinguishing Orion from other financial planners is his commitment to acting as a fiduciary. This means he is legally and ethically bound to put his client's best interests ahead of his own. In an industry where some advisors may be motivated by commissions or other financial incentives, his adherence to the fiduciary standard ensures that his clients receive the best possible advice with no hidden agendas or conflicts of interest. His approach to financial planning is rooted in trust, and he takes great pride in building lasting relationships with his clients based on this principle.

Orion is also deeply involved in his community, which significantly impacts him. As a title sponsor for the Sun City West Pickleball Club, he has contributed over $28,000 over the past three years, helping the club grow and support various charitable initiatives. This is just one example of his commitment to giving back to the community. He is also involved with the Sun City West Property Owners’ Association (PORA), an organization dedicated to improving the quality of life for residents. Through these efforts, he has demonstrated his dedication to enhancing the community where he lives and works.

While Orion’s professional life is impressive, he also values his family and personal time. He is married, has two children, and prioritizes spending quality time with them. His family is an integral part of his life, and he enjoys balancing his career with his role as a father and husband. He explores new hobbies and interests during his downtime, particularly language learning. He studies Japanese, Mandarin, and Tagalog, reflecting his curiosity about different cultures and his desire to communicate with people from diverse backgrounds.

Orion’s faith plays a significant role in his life as well. He is an active member of the Church of Jesus Christ of Latter-day Saints, where he finds purpose and fulfillment beyond his career. His faith guides his interactions with others and influences his approach to his professional and personal life. His commitment to helping others, whether through his work in the financial industry or his involvement in his faith community, is driven by a deep sense of responsibility to positively impact the lives of those around him.

Orion Willis has spent nearly three decades in the financial planning industry, building a reputation for providing comprehensive, client-centered services. Through his work at Prime Wealth Advisors, he continues to help individuals navigate the complexities of wealth management, retirement planning, taxes, and estate planning, always focusing on delivering strategies tailored to each client’s unique needs.

His commitment to acting as a fiduciary, his dedication to his community, and his focus on family and faith have made him a respected professional and a trusted figure in his personal life. Orion Willis’s financial planning approach is built on trust, integrity, and a deep desire to help others achieve long-term financial security.