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January 30, 2023 at 02:25 PM
Orion Advisor Solutions says it has expanded its financial support of the Foundation for Financial Planning’s work to give financial advice and planning to those in need. This includes work for underserved individuals and families, such as low-income workers, older adults, cancer patients, active military service members, veterans and others facing challenges due to issues such as rising inflation, increased financial stress and a possible recession.
Orion is also the exclusive sponsor of FFP’s online volunteer matching platform, which aims to connect 10,000 certified financial planners with pro bono service work. Orion founder and CEO Eric Clarke is a member of FFP’s board and Corporate Advisory Council.
“In 2021, during a time of extraordinary need, Orion began offering our Orion Planning financial planning tool free of charge to all advisors serving pro bono clients, regardless of whether they used our wealthtech platform,” Clarke said in a statement.
“We’ve seen tremendous response and usage of Orion Planning, which creates immediate value and an engaging client experience that makes it ideally suited for pro bono work,” he said. “We’re honored to support ProBonoPlannerMatch.org, and Orion will continue to do everything we can to help financial planners transform the financial lives of pro bono clients.”
According to the FFP, Orion is one of its 14 largest contributors and has given between $350,000 and $449,999 to the organization as of Jan. 23. Within FFP’s Corporate 100 Club, Orion is the second-largest donor; the club is comprised of firms “making a profound impact on efforts to advance pro bono financial planning” through their recent pledges of support and other steps,” the organization says.
