Ed Gjertsen, II, founder of Engage Wealth Group, LLC, is no newcomer to the financial industry. In fact, he’s a veritable veteran, with over 25 years of experience as a CFP. From 2009 – 2012, Gjertsen served on the Financial Planning Association’s National Board of Directors, and as National President of the organization from 2015 - 2016.
In short: Gjertsen knows what he’s talking about.
And when he began looking for a tech partner to support his shift to independence after 27 years with the same firm, he knew to look at Orion.
“As a state RIA, I knew where I needed to be in the future. And knowing Orion and knowing the platform well, I knew where I had to go. In order for me to start a high-performing firm, Orion was one of the easiest choices I’ve made in this whole process.”
From his long tenure in the industry, Gjertsen was familiar with Orion. Of course, he did his due diligence and looked around at other tech partners. But when he considered leading development, leading tech, and ultimately, what most high-performing firms are using?
“It’s Orion.”
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About Orion:
Orion was built by financial advisors, for financial advisors. The wealth management market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution themselves. Orion understands the frustrations financial advisors have to work through, because they have experienced them as well. Orion’s complete yet modular offering empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.
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