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The ORRGROUP provides comprehensive financial planning and financial education services to individuals and businesses. Headquartered in Orlando, Florida, ORRGROUP staff are committed to unbiased and affordable fee-only financial planning services. To that end, led by Andrew Orr, our Founder and President, ORRGROUP provides educational workshops, discounted planning and advisory services, and extensive online planning support for clients and members of employer programs.
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ORRGROUP is a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. ORRGROUP is a network member of Index Funds Advisors(IFA). Both ORRGROUP and IFA founder Mark Hebner have done extensive research as shown on www.IFA.com and the #1 ranked book on index funds. This research leads our clients to the optimal money management strategy, net of our advisory fees and taxes. We completely avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Instead, our investment strategy employs a disciplined, quantitative approach, emphasizing broad diversification and consistent exposure to the structural trends of publicly traded markets around the world, with an overweighting of small and value priced companies. In short, we invest in capitalism.
Our advice is based on the highly respected research indexes designed by Eugene Fama and Kenneth French and documented in their empirical and peer-reviewed publications. The two professors rank #1 and #2 on total downloads per paper among 10.5 million downloads on the Social Sciences Research Network. Our current and independent advice incorporates 80 years of IFA Indexes and Indexfolio risk and return data, third generation index fund designs and 25 years of refined passive trading techniques employed by Dimensional Fund Advisors (DFA.) Neither IFA nor ORRGROUP does not accept payments from DFA or from any other recommended investments. ORRGROUP and IFA is exclusively paid by its 2,000+ clients for its advice on the optimal wealth management of approximately $1billion of assets under management.
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.
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.
You can contact AndrewOrr by emailing andrew@orrgroup.com or call the ORRGROUP office at 321-332-7179.
Our advice is based on the highly respected research indexes designed by Eugene Fama and Kenneth French and documented in their empirical and peer-reviewed publications. The two professors rank #1 and #2 on total downloads per paper among 10.5 million downloads on the Social Sciences Research Network. Our current and independent advice incorporates 80 years of IFA Indexes and Indexfolio risk and return data, third generation index fund designs and 25 years of refined passive trading techniques employed by Dimensional Fund Advisors (DFA.) Neither IFA nor ORRGROUP does not accept payments from DFA or from any other recommended investments. ORRGROUP and IFA is exclusively paid by its 2,000+ clients for its advice on the optimal wealth management of approximately $1billion of assets under management.
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.
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.
You can contact AndrewOrr by emailing andrew@orrgroup.com or call the ORRGROUP office at 321-332-7179.
Angela helps us to ensure 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.
You can reach Angela at angela@orrgroup.com.
Rich Westhelle is head paraplanner and comes from Ohio. Rich is a graduate of Ohio State University and he has a bachelor of science degree in Financial Management.
Rich serves as the backbone of our planning service by managing the multiple technology solutions we employ to better serve our clients and by contribution his analytical skills to the multiple computations we run in helping clients reach their goals.