Orchestral Financial Group Inc.

Orchestral Financial Group serves individual and high‑net‑worth clients with financial planning and discretionary investment management, and also provides advisory services to sponsors of employer‑sponsored benefit plans under ERISA. The firm offers both ongoing portfolio management and standalone financial planning, and typically bills investment management as a percentage of assets under custody.

The firm combines macroeconomic analysis with fundamental security selection and technical analysis to set allocations and trade timing, using trend‑following, stop‑loss rules, and occasional hedging strategies. Portfolios may include a broad set of asset categories beyond standard equities and bonds — including precious metals, natural‑resource securities, cryptocurrency‑related instruments, and foreign currency pairs — and the firm monitors accounts daily as part of active management.

A distinctive feature is that an advisory representative also practices law through a separate law office; the brochure discloses that clients who retain that attorney for legal services pay separate compensation and will receive written disclosures to address the conflict of interest. The firm also requires institutional custody relationships (Fidelity) and documents its ERISA 3(21)/3(38) plan‑fiduciary offerings, reflecting a small, hands‑on practice that blends investment advice with access to in‑house legal and plan‑sponsor advisory capabilities.