custom solutions

for every member of our pod

No two situations are the same: our solutions are custom tailored to your individual needs. 

Get a Free Consultation
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Let us help you find your way toward financial freedom.

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Retirement
Planning
Buying
a Home
Business
Sales
LGBTQ Specialized
Planning
Saving
for College
Multi-Generational
Financial Portfolio
Wealth Management
Save For Your
Dream Car

How we work

free consultation

Before we propose anything, we insist on getting to know you. This means talking about your dreams, concerns, and life plans. During your free consultation you will get:

  • Answers to your most pressing personal finance questions.
  • Clarity on your financial goals, constraints, challenges, and opportunities.
  • A roadmap to your financial goals.

Strategic Planning

We design a custom, comprehensive strategy with your unique values, circumstances, and dreams in mind.

Proper planning allows our clients to feel confident in their decisions.

Easy Execution

We make sure to execute your plan for you with the least amount of back and forth. 

This gets done by asking the right questions without wasting your valuable time.  

Outsource your hassles to us. 

Regular Reviews

With regular check-ins that keep you aware of risks and opportunities on the horizon, you will enjoy the benefits of having a financial advisor that cares.

“Financial Advising is more than managing money. It is genuine care about helping another human being with their finances.”

Georgiy Krasnopolskiy

Founder ORCA Financial Group

Fiduciary

Series 7 License

Series 66 License

*Held to the fiduciary standard of care in advisory relationships
**Series 7 and 66 Registrations help through LPL Financial

Fiduciary

Series 7 License

Series 66 License

*Held to the fiduciary standard of care in advisory relationships
**Series 7 and 66 Registrations help through LPL Financial

What Our Clients Have To Say About Working With Us

“...Orca looked after the entire process, they were clear about the procedure and options available to me.”
“I contacted Orca after moving to a new company, I needed professional advice as to how I take my pension with me. Orca looked after the entire process, they were clear about the procedure and options available to me. I found all the team to be very helpful and I have been dealing with them ever since.”

review from Google

Maria McMenamin
Maria McMenamin
“...the knowledge, insight and attention to detail... was brilliant.”
“I would absolutely recommend dealing with Orca Financial. I dealt directly with John Molloy regarding my pension and the knowledge, insight and attention to detail he gave me in the process of filling it out to get the best scenario for me was brilliant. 5 star service!”

review from Google

Luke Carroll
Luke Carroll
“...I was very pleased I made the move to Orca Financial recently.”
“Having dealt with several financial advisers over the years I was very pleased I made the move to Orca Financial recently. From our initial meeting the process of signing up and transferring existing products was made seamless by Orca. I find them extremely knowledgeable in their field and the team showed a fundamental understanding of the services and products that were most suited to my requirements.”

review from Google

Niamhop
Niamhop
“...Orca looked after the entire process, they were clear about the procedure and options available to me.”
“I contacted Orca after moving to a new company, I needed professional advice as to how I take my pension with me. Orca looked after the entire process, they were clear about the procedure and options available to me. I found all the team to be very helpful and I have been dealing with them ever since.”

review from Google

Maria McMenamin
Maria McMenamin
“...the knowledge, insight and attention to detail... was brilliant.”
“I would absolutely recommend dealing with Orca Financial. I dealt directly with John Molloy regarding my pension and the knowledge, insight and attention to detail he gave me in the process of filling it out to get the best scenario for me was brilliant. 5 star service!”

review from Google

Luke Carroll
Luke Carroll
“...I was very pleased I made the move to Orca Financial recently.”
“Having dealt with several financial advisers over the years I was very pleased I made the move to Orca Financial recently. From our initial meeting the process of signing up and transferring existing products was made seamless by Orca. I find them extremely knowledgeable in their field and the team showed a fundamental understanding of the services and products that were most suited to my requirements.”

review from Google

Niamhop
Niamhop
“...Orca looked after the entire process, they were clear about the procedure and options available to me.”
“I contacted Orca after moving to a new company, I needed professional advice as to how I take my pension with me. Orca looked after the entire process, they were clear about the procedure and options available to me. I found all the team to be very helpful and I have been dealing with them ever since.”

review from Google

Maria McMenamin
Maria McMenamin
“...the knowledge, insight and attention to detail... was brilliant.”
“I would absolutely recommend dealing with Orca Financial. I dealt directly with John Molloy regarding my pension and the knowledge, insight and attention to detail he gave me in the process of filling it out to get the best scenario for me was brilliant. 5 star service!”

review from Google

Luke Carroll
Luke Carroll
“...I was very pleased I made the move to Orca Financial recently.”
“Having dealt with several financial advisers over the years I was very pleased I made the move to Orca Financial recently. From our initial meeting the process of signing up and transferring existing products was made seamless by Orca. I find them extremely knowledgeable in their field and the team showed a fundamental understanding of the services and products that were most suited to my requirements.”

review from Google

Niamhop
Niamhop
Previous
Next
“...Orca looked after the entire process, they were clear about the procedure and options available to me.”
“I contacted Orca after moving to a new company, I needed professional advice as to how I take my pension with me. Orca looked after the entire process, they were clear about the procedure and options available to me. I found all the team to be very helpful and I have been dealing with them ever since.”

review from Google

Maria McMenamin
Maria McMenamin
“...the knowledge, insight and attention to detail... was brilliant.”
“I would absolutely recommend dealing with Orca Financial. I dealt directly with John Molloy regarding my pension and the knowledge, insight and attention to detail he gave me in the process of filling it out to get the best scenario for me was brilliant. 5 star service!”

review from Google

Luke Carroll
Luke Carroll
“...I was very pleased I made the move to Orca Financial recently.”
“Having dealt with several financial advisers over the years I was very pleased I made the move to Orca Financial recently. From our initial meeting the process of signing up and transferring existing products was made seamless by Orca. I find them extremely knowledgeable in their field and the team showed a fundamental understanding of the services and products that were most suited to my requirements.”

review from Google

Niamhop
Niamhop
Previous
Next
Get a Free ZOOM Consultation

The Orca Advantage

Cultural Awareness & Sensitivity

Treating our clients with respect, no matter their race, gender, sexual orientation, or religion is of the upmost  importance to us. 

 

We take extra time and energy to educate ourselves on the different ways people live life and embrace the diversity of our clients.

Transparency & Communication

We believe that clear communication leads to successful relationships. Our goal is not selling products, but creating long lasting and productive relationships.

A financial advisor for life. 

Client Education

We believe that through education we can relieve anxiety. 

The better you understand your plan, the more confidently you can sleep at night. 

Thinking Outside The Box

We’re adept at finding unique and out-of-the-box solutions to our clients’ individual challenges.

Custom-Tailored Solutions

We offer solutions that align your financial goals with your moral principles. 

Educational Seminars

We offer online & in-person seminars on a wide variety of topics such as: Social Security Strategies, Tax-Efficient Retirement, Portfolio Risk Analysis, Long-Term Planning, Estate Planning, Medicare, 401k Review, and more.

Get a Free Consultation Today

The consultation will take place on via call, in person, or on Zoom at any time convenient for you.

The safety and security of your financial data is our highest priority

We use multiple layers of security across our systems to keep your accounts secure, your capital safe, and your information private. We’re committed to operating under the best practices of security.

Orca Financial Group is focused
on meeting clients’ needs in different
life situations

Orca Financial Group is focused on meeting clients’ needs in different life situations

A fiduciary is an individual or organization that acts in the best interest of a particular individual. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. Financial fiduciary advisors must only buy and sell investments that are in the best interest of their clients.

A fiduciary financial advisor makes investment decisions with your best interest in mind, while a financial advisor who isn’t a fiduciary may recommend products for which they receive a commission or other form of payment.

A financial plan allows you to organize your situation and understand your financial landscape better, empowering you to make better financial decisions with peace of mind.

A good financial advisor is someone that knows your life intimately and understands your goals. This gives them the information necessary to get you to your financial goals with the least amount of risk.

You are in the right place! Schedule a Free Consultation with an Orca fiduciary advisor now.

Get a Free Consultation Today

Customized Solutions for Every Member of our Pod

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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ADDRESS

6385 Corporate Dr.
Suite 205
Colorado Springs, CO 80919

PHONE

(719) 922-7510

ORCA FINANCIAL GROUP