Case Study: Engage Wealth Group, LLC achieves streamlined, scalable advisory operations with Orion

Empowering Breakaway Advisors to Define Their Future

Engage Wealth Group, LLC, a fee-only fiduciary founded in 2020 by veteran CFP Ed Gjertsen II, faced the challenge of launching a high-performing independent RIA and building efficient, scalable operations after leaving a long-tenured firm. To support that move and ensure a modern, multi-custodial technology backbone, Engage Wealth selected Orion and its advisor platform as their tech partner.

Orion delivered its platform, structured onboarding, and responsive support, giving Gjertsen a refined, manageable implementation and a dashboard that surfaces critical metrics. As a result, Orion helped eliminate a previously day-long process to compile quarterly and annual SEC numbers by making those figures available instantly on the dashboard, improved operational efficiency, and positioned Engage Wealth Group, LLC for future growth.

Engage Wealth Group, LLC

Ed Gjertsen

Founder