Orchard Financial Group
Wealth, well-tended.
Why Orchard?
Most people come to us with more than a money question …
Whether a plan made a decade ago still fits the life they’re actually living, someone is deciding what to do with a concentrated position, how to begin a financial journey from the start, or how to take money out of a business they spent twenty years building. The financial answer is usually the easier party. It’s the timing, the taxes, the people involved, and the second-guessing that makes it hard.
We built this practice to handle all of it. That’s why we’re a team of eleven rather than one advisor—when something lands on your plate, there’s a planner, an investment analyst, and a service team who already know your situation.
What follows is an honest look at our team and how we work—we hope we’ll be working with you next.
-Anthony Perez, Senior Financial Advisor, Chief Executive Officer, PIM Portfolio Manager