Tools Menu

We’re excited to provide you with access to Orion, the industry-leading technology we use to deliver clear, accurate, and comprehensive performance reporting. It’s one of the best tools available for tracking your financial life — easy to use, secure, and updated in real time.

Client Access Portal:      https://login.orionadvisor.com/

Once you log in, you’ll be able to view your accounts, performance, documents, and reports anytime. If you have any trouble logging in or would like a walkthrough, just let us know — we’re always happy to help.

For Assistance, please call us at 781-772-2470 or email us: info@balancewealthadvisor.com

At Balance Wealth Advisors, we believe our clients receive the highest level of service when all of their trusted professionals work together. Strong relationships with your CPA, estate planning attorney, mortgage lender, loan officer, or any other advisor allow us to fully understand the “whole picture” of your financial life.

By coordinating with these experts, we can ensure accuracy and consistency across your financial, tax, legal, and lending strategies.
Prevent gaps or conflicts that can occur when professionals work in silos.
Make the process easier for you, reducing the back-and-forth and saving you time.
Stay proactive in identifying opportunities and avoiding potential issues.
Deliver a more comprehensive, seamless plan, aligned with your goals.

 These Centers of Influence (COIs) aren’t just contacts — they’re trusted partners who help us do our very best work on your behalf. With your permission, we’re always happy to connect with the professionals you already work with, or introduce you to someone we know and trust.

What is Riskalyze?

Riskalyze is a tool that helps us as advisors identify the risks our clients are exposed to within their portfolios. They use risk numbers to gauge the amount of risk a fund is taking.

The risk number is scaled from 1-99 and is a measurement of potential loss. The higher the number the higher the chance for loss. The Riskalyze team created an algorithm to better understand the scale of risk between funds, one of the variables is Standard Deviation. Standard Deviation is a measurement of volatility in a fund, the higher the standard deviation the more volatile and higher potential of loss. To better understand the importance of volatility, it is vital for a client to identify their risk profile. A conservative investor will have lower volatility in their portfolio compared to an aggressive investor.

An Introduction to 529 Plans. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

What is Long Term Care?

Long Term Care (LTC) goes beyond medical care to include all the assistance you could need if you ever have a chronic illness or disability that leaves you unable to care for yourself for an extended period of time (longer than 90 days). While older people generally require the most long-term care services, 40% of long-term care claims are paid to someone under the age of 64. A young or middle-aged person who has a debilitating illness or accident may also require care.