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 Sagemark Consulting Private Wealth Services, a select group of 70 planners, out of 2,200 nationwide, within the Lincoln Financial Advisors/Sagemark Consulting organization. In 2009, Orion was recognized and invited to be one of 9 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's practice helps provide his clients clarity around the complex areas of financial, estate and business owner planning. Each customized financial plan includes clearly defined action steps, from the initial meeting through plan implementation, always working with clients to understand their objectives towards reaching their goals.
Orion and his highly credentialed team specialize in:
- Personal Financial Planning
- Income Planning
- Estate Planning
- 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)
- Member Sarasota and Florida Associations of Insurance and Financial Advisors
Orion earned a 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 director of the Community Foundation of Sarasota County, currently the vice chair, board liaison for community investment. He and his wife, Lisa, have two daughters, Avery and Violet, and two Pembroke Welsh Corgis. Outside of the office, you can find Orion, an avid sportsman, competing in races that test his abilities in running, biking, and kayaking.
Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.