Orchard Financial Group

ut here's the thing — you shouldn't have to live that way. We want to take the stress of designing and sustaining the complete fiscal package off your plate so you can focus on what you're great at - living life by your design. Many people see personal management and comprehensive financial planning as just another necessary cost. When you work hard to create an established, well-organized life, it does more than just make you look good. It builds trust within yourself. It sets you apart. As a fee-only, fiduciary, and independent financial advisor, Orchard Financial Group, is never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice. At Orchard Financial Group, we specialize in explaining and strategizing for Equity Compensation, Incentive Stock Options (ISO), Restricted Stock Units (RSU), and Non-qualified Stock Options (NSO). We pride ourselves in offering Socially Responsible Investment Strategies for every portfolio and are incredibly passionate about working with our wonderfully diverse LGBT community and their families. We have made it our mission to be a committed ally to you and your goals. Through education, motivation, and proper planning, Orchard Financial Group is here to help take the heavyweight and responsibility surrounding financial independence off your shoulders and place it on ours. We organize, grow, and protect your assets through life's transitions. Creating a balance between finances and dreams with a holistic approach enables our clients to achieve real-life goals. If you're ready to move forward or would like to learn more about our planning and management partnership — follow the link in our profile to schedule a meeting. We're excited to learn more about your unique financial position and to share our knowledge and strategies with you.