Comprehensive wealth, estate, retirement, and business strategist
Orion J. Marx has been involved in the finance and insurance industry with Lincoln Financial Advisors Corp. since 1995. His success within the industry led to his appointment in 2003 to Private Wealth Services, a select group of financial planners within the Lincoln Financial Advisors/Sagemark Consulting organization that focuses on the high-net-worth market. In 2009, Orion was recognized and invited to be one of nine planners to join the Advanced Select Member team due to his demonstrated skills and leadership as a comprehensive financial planner most capable of working with high-net-worth individuals, families, business owners and non-profit organizations.
Orion served as Vice Chairman of The Resource Group (TRG) in 2023, and in 2024 he will serve as its President, joining them originally in 2010. TRG is an internal invitation-only, nationwide network of the top financial planners within Lincoln Financial Advisors. The Resource Group members are financial professionals who are performing at the highest level of their profession. They bring together intellectual capital and countless years of professional experience and form a collective voice that provides exclusive access and benefits which allow members to live on the cutting edge of this profession while adding value to clients.
Here at Atlas Financial we provide our clients clarity around the complex areas of financial planning, including estate planning strategies and business owner planning. Each customized financial plan includes clearly defined action steps, from the initial meeting through financial plan implementation, always working with clients to understand their objectives towards reaching their goals with patient and attentive guidance, along with attention and support from our team to enhance and strengthen our plans for your unique situation.
Our experienced and highly credentialed professional and support staff specialize in:
- Personal Financial Planning
- Income Planning
- Estate Planning Strategies
- Business Succession Planning
- Pension Plan Strategies
- Economic Modeling
- Employee Stock Option Strategies
- Retirement Planning
- Specialized planning for Executives and Business Owners
Orion is an active member of the Financial Planning community and keeps abreast of changes and innovations in the industry. He holds the following designations, certifications and affiliations listed below:
- CERTIFIED FINANCIAL PLANNER™, Practitioner, (CFP®) 2001
- Chartered Financial Consultant (ChFC), 2001 American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU)
- Chartered Retirement Planning Counselor (CRPC)
- Certified Business Exit Consultant (CBEC®)
Orion earned his Bachelor of Science Degree in Business Administration from the University of Florida, with dual degrees in Finance and Real Estate and a minor in Economics. A long-time resident of Sarasota County, Orion is a prior board member and long-time active volunteer at the Community Foundation of Sarasota County and is President of the Board of Directors for the Fanconi Anemia Research Fund in Eugene, Oregon. He and his wife, Lisa, have two daughters, Avery and Violet, and three rescue dogs. They are active in their church at Church of the Redeemer. Outside of the office, you can find Orion, an avid sportsman, playing tennis and competing in races that test his abilities in running, biking, and kayaking.