Orchard Financial Group

10/08/2026

The same Orchard. A new chapter.

First, the part that matters most: nothing about who you work with changes. Same advisors, same office, same people answering the phone.

Our entire team moved together to Wells Fargo Advisors Financial Network from Ameriprise Financial.

Why: over the years, the things you’ve brought us have become more complex. We wanted a wider range of options and services for that kind of work — standing behind the same people you already work with.

We’re calling every client personally over the next couple of weeks, and we’ve made this as easy as possible for you. If you’d rather read than wait for the call, everything is at theorchardteam.com — what’s changing, what we need from you, and how long it takes.

Our new number: 310.299.1040

Same team you know. We’re not going anywhere — and we’re excited about what this lets us do for you.

09/29/2026

Financial planning in Los Angeles can come with its own set of considerations.

Housing costs.

Complex compensation.

Entrepreneurship.

Entertainment and creative careers.

Caring for family.

Insurance considerations.

And sometimes simply figuring out how to balance enjoying life today while still preparing for tomorrow.

That’s why we believe financial planning should be personal.

The goal isn’t to fit your life into a template.

It’s to build a strategy around the life you’re creating.
https://bit.ly/4ylPSWb

09/26/2026

Open enrollment is a good opportunity to review more than just your health insurance. From healthcare and life insurance benefits to retirement contributions and other workplace options, taking time to evaluate your selections can help ensure they still align with your needs and financial goals.

Here are a few things to consider as you review your benefits for the year ahead:

Take advantage of all the benefits offered by your employer with these open enrollment tips.

09/23/2026

Fall may look a little different in Los Angeles, but the calendar still tells us something important:

The final quarter of the year is almost here.

Before schedules fill up with year-end deadlines and holiday plans, consider taking a few minutes to review:

• Retirement contributions
• Tax-planning opportunities
• Charitable giving
• Beneficiaries
• Insurance coverage
• Financial goals you set back in January

Not every review requires a change.

Sometimes the value is simply knowing you’re still headed in the right direction.
https://bit.ly/4yYBUtz

09/21/2026

What does artificial intelligence mean for financial advice?

How does investor psychology affect decision-making?

What should someone in sports or entertainment consider when building a financial strategy?

These are exactly the kinds of questions we explore in the Perspectives section of our website.

Our team created this library to give clients and our community another way to learn how we think about financial planning and the issues that may affect their lives.

Visit our website to explore the latest Perspectives from the Orchard Financial Group team.
https://bit.ly/46BKfHj

09/19/2026

Cybercriminals don’t always need sophisticated technology.

Sometimes they just need someone to click quickly.

A few habits can make a difference:

Be cautious with unexpected links or attachments.
Verify unusual financial requests using a trusted phone number.
Use unique passwords and multi-factor authentication.
Avoid sharing sensitive financial information over unsecured email.
Slow down when a message creates urgency or fear.

One of the simplest cybersecurity habits is also one of the best:

Stop and verify before you act.
https://bit.ly/4rjHFiP

09/17/2026

AI is reshaping how advisors show up for clients—not replacing relationships, but enhancing them. From deeper insights to more proactive communication, the opportunity is to spend more time where it matters most.

Our team explores what this shift means for the future of client relationships:

Artificial intelligence is becoming more visible in many parts of daily life, and financial planning is no exception.

09/11/2026

Today, we remember the lives lost on September 11, 2001, honor the courage of first responders and service members, and reflect on the resilience shown by communities across our country.

May we continue to carry forward the spirit of compassion, unity and service that emerged in the days that followed.

We remember.