60Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, which focuses on providing comprehensive, customized financial planning services. With over 28 years of experience, he has dedicated his career to helping clients navigate complex financial landscapes, offering wealth management, retirement planning, tax strategies, and estate planning solutions. He aims to provide clients with integrated approaches that address all aspects of their financial well-being, ensuring they can achieve economic security and peace of mind.
Born in Lake Side, Arizona, Orion’s interest in finance began early, leading him to pursue a degree in finance at Arizona State University. While at ASU, he interned at MetLife, an experience that shaped his future in the financial industry. It was during this time that he recognized a critical gap in the industry: many clients were receiving financial advice that was fragmented and disconnected, with each advisor focusing only on one part of their economic life. This realization sparked his vision to create a firm where clients would receive a comprehensive, coordinated approach to their financial needs.
In 2002, Orion founded Prime Wealth Advisors to provide holistic financial planning covering every angle of a client’s economic situation. His firm is distinct in its approach, offering a full range of services that include wealth management, retirement planning, tax strategies, insurance planning, and estate planning. The firm’s comprehensive services ensure clients receive a well-rounded, personalized financial plan tailored to their unique circumstances.
Orion’s commitment to always acting in his client’s best interests is at the core of his practice. As a fiduciary, he is legally and ethically bound to prioritize his client's needs, which sets him apart in an industry where advisors may have other financial incentives. This dedication to client-centered service has earned him trust and respect, allowing him to build lasting relationships with those he serves.
Outside of his professional life, he values his family and community. He is married with two children and enjoys spending quality time with them. He also contributes to his local community by sponsoring the Sun City West Pickleball Club and participating in various charitable initiatives. Orion Willis’s dedication to his clients, family, and community continues to define his career and personal life.