WHY ORBA WEALTH ADVISORS IS A SMART CHOICE

ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We created our firm after recognizing that large numbers of individuals and families were not optimally served by existing platforms or partners.

Our relationships begin with an understanding of what’s most important to you and your family. This includes your goals, aspirations and challenges, but also extends to your expectations of service and care from our team. The more we know, the better we serve.

Our strong knowledge of investment strategy, income and transfer taxes, coupled with our desire to learn as much as we can about your personal financial situation and overall goals, allows us to develop a financial strategy that is right for you.

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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Forward Thinking
Forward Thinking