Your Retirement,
One Secure Login.
Every account, your performance, your statements and reports — and the plan that ties them together — in one place, on any device.
Clients of Owens Financial Group use a portal built on Orion Advisor Technology, the portfolio platform behind Foundations Investment Advisors. This page explains the portal and the technology behind the plan before you log in — and what to expect if you are not a client yet.
The portal opens in a new tab at login.orionadvisor.com. Trouble logging in? Call 1-800-658-8156.
Institutional Platforms, One Advisor
The tools on this website — the assessment, the calculators, The Armory — are for orientation: a way to see the Five Realms and name the Foemen before we ever meet. Client work runs on the institutional platforms used across the advisory profession.
Client accounts are held at Charles Schwab & Co., Inc. through Foundations Investment Advisors. Schwab holds the assets, executes trades, and issues the official statements and tax documents.
Orion Advisor Technology
Portfolio accounting, performance reporting, and this Client Portal: every managed account in one household view, with statements and performance reports posted as they are produced.
Nitrogen
Risk alignment and stress-testing. Nitrogen quantifies how much risk a household is actually carrying against how much it can bear, and stress-tests a proposed REGAL Stronghold™ against historical market scenarios before anything is implemented.
Wealth.com
Estate planning documents and tax planning analysis. Wills, revocable living trusts, powers of attorney, and healthcare directives created through the platform (how it works →); and your actual tax return read forward — a prior-year look-back, Roth conversion and other scenarios modelled against it, brackets and IRMAA tiers in view (how it works →).
PreciseFP
Secure intake for the Retire REGAL® Review. The Retire REGAL® financial questionnaire is completed online through PreciseFP, so the information behind your plan is gathered once, accurately, and without paper forms.
ShareFile
Secure document exchange. Tax returns, outside statements, beneficiary forms, and estate documents move through ShareFile’s encrypted upload link rather than email attachments — so a Review starts from the same material you are looking at.
Wealthbox
Client relationship management, in a CRM that carries its own SOC 2 Type II audit. Your household record, meeting notes, tasks, and follow-ups live in one secure system, so nothing you tell Chris has to be repeated and nothing falls through the cracks between Reviews.
Orion Advisor Technology, Nitrogen, Wealth.com, PreciseFP, ShareFile, and Wealthbox are independent companies, unaffiliated with Owens Financial Group, LLC and Foundations Investment Advisors, LLC.
Three Steps, Then It Is Simply There
Become a client
After your Retire REGAL® Review and onboarding, the portal sends you an invitation email with a link to set your password.
Log in once, anywhere
Use the Client Portal link at the top of every page of this site, or bookmark the login page. It works in the browser on your phone, tablet, or desktop.
Bring it to every Review
Send documents through the ShareFile link and look over your accounts before we meet. Each Review starts from what you are already looking at.
The portal is provided by Orion Advisor Technology and protected under Orion’s security and compliance standards; your accounts themselves stay at the custodian, Charles Schwab. Owens Financial Group will never ask for your password by email or text. If a message asking for it ever reaches you, call the office before you respond.
Before You Log In
Who can log in to the Client Portal?
Clients of Owens Financial Group whose accounts are managed through Foundations Investment Advisors. When you become a client, you receive an invitation email from the portal with a link to set your password. The portal is not open to prospective clients; if you would like to see what working with Chris looks like, start with a complimentary Retire REGAL® Review.
Is the portal the same as my custodian’s website?
No. Your custodian, Charles Schwab, holds your accounts and issues the official statements and tax documents. The Client Portal gathers those accounts into one view so you can see the whole picture; values in the portal can differ from Schwab’s by a day of pricing or a pending transaction, and Schwab’s statement is the record.
How do I send you documents securely?
Through ShareFile, not email. Chris sends a secure upload link for anything you would otherwise attach: tax returns, account statements from other institutions, Social Security statements, beneficiary forms, estate documents, and the pages you marked in The Armory. Documents you send are visible to Chris and his team, so a Review can start from the same material you are looking at.
What if I forget my password or cannot log in?
Use the Forgot password link on the login page, or call the office at 1-800-658-8156 and we will reset access with you. Owens Financial Group will never ask for your password by email or text.
Clients, the Portal Is Open.
Not a client yet? A complimentary Retire REGAL® Review is where the map gets drawn — sixty minutes on Zoom, no cost, your questions as the agenda.
The Client Portal is provided by Orion Advisor Technology, LLC, a third party unaffiliated with Owens Financial Group, LLC and Foundations Investment Advisors, LLC. Information shown in the portal is believed to be reliable but is not guaranteed; account statements issued by your custodian, Charles Schwab & Co., Inc., are the official record of your holdings and transactions. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”), Member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The illustration on this page is representative and does not depict any client’s account. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.
