• 941.366.2827
7120 Beneva Road
Sarasota, FL 34238

Orion Marx, CFP®, CLU, ChFC, CRPC, CBEC®

Owner, Financial Advisor
Founded Atlas Financial and Atlas Employee Benefits

Email Address


Comprehensive wealth, estate, retirement, and business strategist

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 Private Wealth Services, a select group of 70 planners, out of 2,200 nationwide, within the Lincoln Financial Advisors/Sagemark Consulting organization that focuses on the high net worth market. 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 financial 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)
  • Certified Business Exit Consultant (CBEC®)
  • 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 prior board member and long-time active volunteer at the Community Foundation of Sarasota County and a director of the Fanconi Anemia Research Fund in Eugene, Oregon. He and his wife, Lisa, have two daughters, Avery and Violet, and three rescue dogs. They are active in their church at Church of the Redeemer. Outside of the office, you can find Orion, an avid sportsman, playing tennis and competing in races that test his abilities in running, biking, and kayaking.

Orion Marx is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker- dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Atlas Financial and Atlas Employee Benefits are not affiliates of Lincoln Financial Advisors Corp. CRN-3699604-080321