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The Banks Orton Financial Group
of Wells Fargo Advisors

Bringing Confidence to Your Investment Planning

Meet Our Team

Services

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Individual Retirement Account (IRA)

An IRA lets you save for your retirement and take advantage of tax benefits. Find out ideas on how we can help you reach your retirement goals with an IRA.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Consumer Lending Campaign

Your advisor has access to options that may work with your plan

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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