Fiduciary Wealth Manager Financial Planner
Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm specializing in comprehensive financial planning services. With over 28 years of experience in the financial services industry, he has built a reputation for delivering holistic, personalized financial solutions for wealth management, retirement planning, tax strategies, and estate planning. His approach ensures clients achieve their financial goals and maintain long-term financial security.
Orion’s journey began in Lake Side, Arizona, where he developed an early interest in finance. He pursued a degree in finance at Arizona State University, where he gained a deeper understanding of financial markets and strategies. At ASU, he interned with MetLife, which exposed him to the financial planning industry. Here, he identified a gap in the financial services market—many clients received fragmented advice, with different advisors handling isolated areas of their financial lives. This observation inspired him to create a more integrated approach to financial planning.
In 2002, Orion founded Prime Wealth Advisors to offer clients a full range of financial services under one roof. He wanted to create a firm that provided piecemeal advice and a cohesive financial strategy that considered every aspect of a client’s economic life. By combining services like wealth management, retirement planning, tax strategies, estate planning, and insurance planning, Prime Wealth Advisors was designed to be a one-stop shop for clients seeking holistic financial guidance.
The firm’s process, Prime Position, revolves around three key steps to ensure clients receive tailored financial plans. Prime Considerations' first step involves understanding the client’s values, objectives, and economic situation and establishing a foundation for the planning process. The second step, Prime Solutions, evaluates essential areas of financial planning such as income, taxes, investments, and estate planning. Finally, the Prime Strategy step ensures the plan is implemented effectively and regularly adjusted to keep pace with the client’s changing needs and goals.
A defining feature of Orion’s work is his commitment to acting as a fiduciary, meaning he is legally required to prioritize his client’s best interests above all else. This fiduciary duty ensures that clients receive unbiased, objective advice. In an industry where some advisors may recommend products or services based on personal gain, his strict adherence to fiduciary principles distinguishes him as a trusted advisor.
Beyond his professional life, Orion is deeply involved in his community. He has supported the Sun City West Pickleball Club for over three years, donating more than $28,000 to support the club’s activities and charitable endeavors. His sponsorship has helped the club thrive and serve local causes. He also contributes to the Sun City West Property Owners' Association (PORA), an organization focused on improving the lives of residents in the community.
Orion values his family and enjoys spending time with his wife and two children. He is also passionate about learning new languages and has studied Japanese, Mandarin, and Tagalog. This curiosity reflects his desire to connect with people from diverse backgrounds and cultures. As an active Church of Jesus Christ of Latter-day Saints member, his faith significantly shapes his personal and professional values. His commitment to integrity, service, and ethical conduct guides all his interactions.
Through Prime Wealth Advisors, Orion Willis continues to empower individuals and families by helping them navigate the complexities of financial planning. His dedication to offering personalized, client-centered advice and his strong ethical values have made him a respected leader in the field. He remains committed to ensuring his clients achieve lasting financial success with a strategy that adapts to their unique needs and goals.
