Your guide through financial complexity.
Helping you build clarity and confidence in your financial future.
Orbis Wealth Management
At Orbis Wealth Management, we believe financial decisions should bring peace of mind—not stress. We work side by side with you to simplify complexity, align your wealth with your goals, and help you focus on what matters most.
- Client-First: As fiduciaries, your best interests always come first.
- Clarity: We make financial strategies understandable and actionable.
- Integrity: Honest guidance you can trust for every stage of life.
Every client’s journey is unique. Our role is to create a clear path forward.
- Financial Planning – A roadmap for your life, career, and retirement.
- Wealth Management – Tailored strategies to grow and protect your wealth.
- Retirement Planning – Confidence that your money will support your life.
- Business Owner Support – Guidance for succession, liquidity, and retirement plans.
Financial planning is about people—not just portfolios.
Founded by Steve Kim, CFP®, Orbis Wealth Management is built on personal relationships, integrity, and trust.
With offices in Peterborough, NH and Greenfield, MA, we proudly serve clients across New England.
Helping you navigate financial complexity with clarity and integrity—so you can focus on what matters most.