orion financial group
Guide Your Future. Navigate With Orion
Located in the heart of Bemidji, we serve individuals, families, and business owners throughout northern Minnesota with integrity, expertise, and a deep commitment to building lasting relationships.
Welcome to Orion Financial Group of Bemidji, Minn.
We understand that no two financial journeys are the same. That’s why our advisors take the time to get to know you — your priorities, concerns, and dreams — and build a customized plan designed to help you move forward with confidence.
From first investments to legacy planning, our mission is simple: help you navigate life’s financial complexities with clarity and purpose.
Your Financial Future, Aligned
Why Choose Orion Financial?
When it comes to your future, you deserve more than a cookie-cutter plan. At Orion Financial, we believe in real relationships, tailored strategies, and clear guidance that grows with you. Here’s why individuals, families, and businesses across Northern Minnesota turn to us for their financial and insurance needs:
Trusted Financial Advisors in Bemidji, MN
Local Experts Who Actually Know You
We’ve been serving the Bemidji community for years — not from a call center or a corporate high-rise, but right here in town. We know the challenges and opportunities our clients face because we live here too. You’re not just a number to us — you’re a neighbor, and we treat you that way.
Full-Service Financial Planning, All Under One Roof
From retirement planning and investments to life insurance and health coverage through Blue Cross Blue Shield, we offer a truly comprehensive approach. No need to juggle multiple advisors — we connect the dots across every area of your financial life, so your money works smarter for you.
Clear, Personalized Guidance — No Jargon, No Pressure
Financial decisions can feel overwhelming. That’s why we take time to explain your options in plain English and guide you with honesty and clarity. Whether you’re rolling over a 401(k), choosing an annuity, or selecting life insurance, we help you feel confident and in control.
Fiduciary Commitment and Long-Term Trust
When we make recommendations, it’s because they’re right for you — not because they’re tied to a commission. We operate with integrity, transparency, and a fiduciary standard that puts your best interests first. Our goal is to build relationships that last for decades, not transactions that last minutes.
Proven Results Backed by Real People
Orion Financial isn’t new to this. Our advisors bring decades of experience managing investments, insurance plans, retirement strategies, and more. We've helped hundreds of clients in Bemidji and beyond reach their goals — and we’re ready to help you reach yours.
Financial Planning That Fits
Our Process
Discovery
– We start by listening. What matters most to you?
Analysis
– We assess where you are and identify opportunities.
Strategy
– Together, we build a personalized financial roadmap.
Ongoing Support
– Your plan evolves as your life does. We’re here for the long haul.
