ORRGROUP is a fee-only independent financial advisor headquartered in Orlando, Florida that offers comprehensive financial planning and financial education services to individuals and businesses. These services also include educational workshops, discounted planning and advisory services, and extensive online planning support for clients and members of employer programs. At ORRGROUP, we are committed to providing unbiased and affordable fee-only financial planning services.
ORRGROUP is also a Professional Independent Fiduciary firm accepting ERISA 3(16)and 3(21) fiduciary appointments from Plan Sponsors, Legal Counsel, or Federal Courts. Types of plans include traditional pension, profitsharing, 401(k), ESOP, stock bonus, and Multiple Employer and Taft-Hartley plans. Fiduciary assignments include plans affected by mergers and acquisitions, those subject to regulatory scrutiny, those that are orphaned, and plans that simply need outside expert involvement. Andrew Orr is acclaimed for his steadfast and unwavering efforts to protect the retirement income security of American workers and for his work in developing practical methodologies that help fiduciaries uphold duties of care and loyalty to the participants in their retirement plans. He assists in developing new ideas and thinking intended to protect the future retirement of America's workforce.
ORRGROUP is also a Professional Independent Fiduciary firm accepting ERISA 3(16)and 3(21) fiduciary appointments from Plan Sponsors, Legal Counsel, or Federal Courts. Types of plans include traditional pension, profitsharing, 401(k), ESOP, stock bonus, and Multiple Employer and Taft-Hartley plans. Fiduciary assignments include plans affected by mergers and acquisitions, those subject to regulatory scrutiny, those that are orphaned, and plans that simply need outside expert involvement. Andrew Orr is acclaimed for his steadfast and unwavering efforts to protect the retirement income security of American workers and for his work in developing practical methodologies that help fiduciaries uphold duties of care and loyalty to the participants in their retirement plans. He assists in developing new ideas and thinking intended to protect the future retirement of America's workforce.
Staff
Andrew Orr
Andrew is founder and president of ORRGROUP.
As one of the most experienced advisors in Central Florida, Andrew Orr has a board certification in Financial Planning and a designation of CERTIFIED FINANCIAL PLANNER (CFP), awarded by the CFP Board of Standards in Denver, CO. In addition, Andrew Orr has earned the Accredited Investment Fiduciary (AIF) accreditation from the Center for Fiduciary Studies, which awards the AIF to advisers who employ the highest standards of care, fiduciary standards, in the carrying out of their investment management and financial planning responsibilities. And the American College in Bryn Mawr, PA has awarded Andrew Orr the joint professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), specifying an expertise in the insurance field.
Contact Information:
E-mail: andrew@orrgroup.com
Phone:
Angela Carter-Orr
Angela is our senior client coordinator. She ensures that all of our clients receive the best customer service and responsiveness from each member of our team. Additionally, she leads the strategic planning and marketing activities of the firm which guides the future growth of the practice.
Contact Information:
Contact Information:
Richard Westhelle is our executive paraplanner and comes from Ohio. He graduated from The Ohio State University with a bachelor of science in financial management.
Serving as the backbone of our planning service, Rich manages the multiple technology solutions we employ to provide superior service to our clients. He also contributes his analytical skills to the multiple computations we execute in order to help our clients reach their goals.
Phone: Contact Information:
E-mail: rich@orrgroup.com
