Orchid Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides comprehensive and personalized financial planning and investment management services. As a "fee-only" firm, they operate on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in creating holistic financial strategies for individuals and families, with a particular emphasis on supporting women facing significant life events such as divorce or widowhood. Their services encompass retirement planning, investment portfolio management, estate planning, and risk management, all tailored to the unique goals and circumstances of each client.

Founded in

United States