Greg Smith Financial Advisor - Orion Advisory Partners

06/16/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn't always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn't one, and think through how each choice fits into the bigger picture.

06/16/2026

Come hang out with me in High Springs on July 2nd for an ice cream social 🍦It’s the perfect excuse to cool off, relax, and enjoy some good company. Spots are limited, so be sure to RSVP if you want to come!

06/15/2026

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster than ever.

What hasn't changed is the need for perspective.

Financial decisions are rarely isolated. They're shaped by changing priorities, evolving goals, and moments where the right path isn't always clear.

That's where our role remains steady. Helping you think through decisions as they're happening, understand how each piece fits together, and navigate how things tend to unfold over time.

06/12/2026

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

raymondjames.com

06/12/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

06/12/2026

was the perfect opportunity to spotlight a growing challenge for today's workforce: balancing competing financial priorities, especially when it comes to education savings.

In this session, Raymond James professionals Kristen Koluch and Travis Brickfield break down how forward-thinking employers are reimagining education savings as part of a modern benefits strategy—supporting employees today while strengthening retention for tomorrow.

Missed the live session? Watch the webinar on demand today and earn 1 SHRM PDC credit.

shrm.org

06/11/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

06/11/2026

Join me for a casual afternoon of ice cream, conversation, and community at Häagen-Dazs in beautiful Winter Park.

Whether you stop by for a quick treat or stay awhile to catch up with friends and neighbors, we would love to see you there.

You must call the office to reserve your spot. Space is limited.

06/10/2026

Major life changes don't just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren't always obvious in the moment.

That's why these moments are worth talking through.

Not after the fact, but as they're happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

06/09/2026

Most financial habits aren't built intentionally.

They're built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn't feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.