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The Orr Group

Private Wealth Advisors

30 WEST PATRICK ST, FLOOR 04

FREDERICK, MD 21701

301.698.4710

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Team

About us

Our Team

As a core advisory team, The Orr Group provides three basic services.

CORE OF YOUR FINANCIAL TEAM

The Orr Group is the core of your financial team providing asset, liability and transition management in coordination with outside advisors, such as accountants and attorneys. We utilize an investment process to establish objectives, set strategy, implement solutions based upon risk tolerance, time horizon, liquidity needs and overall investment goals, and review progress to organize your financial life.

DISCOVERY OF LIFETIME GROWTH PLANS

The Orr Group guides clients through a discovery process, enabling them to explore their lifetime growth plan while identifying and gaining an understanding for their passions. Whether its family, business, philanthropy, hobbies or travel, we can devise an all encompassing strategy to help enable your focus to remain on your passions in life.

PREMIER SERVICES

The Orr Group provides access to premier office services at a local level. These services include the education of heirs, creation of family foundations, access to concierge and travel services, jet leasing as well as any other responsibility that accompanies wealth.

CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.

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Meet the team