Michael S. Orfe is dedicated to providing a comprehensive financial perspective for his ultra-high-net-worth clients. By encouraging a generational outlook rather than a focus on short-term market performance, he empowers his clients to think long-term, resulting in a liberating and confident approach to wealth management.

Michael skillfully manages multi-generational portfolios, ensuring that financial assets are well-organized and consolidated. This holistic approach fosters confidence and enables him to conduct iterative scenario analyses, tailored to identify the optimal strategies for various financial situations.

With a focus on downside risk mitigation, Michael’s investment philosophy allows the upside to naturally follow. His experience in the subprime mortgage market during the Global Financial Crisis equips him with a deep understanding of risk management and the importance of proactive planning. He prepares his clients for potential market downturns, ensuring they are well-informed and resilient, with the knowledge that markets eventually rebound.

Michael earned his CFA® designation in 2009 and is an active member of the CFA Society of Philadelphia. He holds dual B.S. degrees in Finance and Economics from Villanova University.

A native of South Jersey, Michael lives with his wife, Laura, their two sons, Matthew and Danny, and their Miniature Schnauzer, Hendrix. He enjoys traveling the East Coast to support and coach his sons in Ninja Warrior competitions, and in his free time, he loves spending time at the shore, playing pickleball, and golfing.

Michael’s dedication to his clients’ long-term success, his proactive risk management approach, and his commitment to personalized financial strategies make him a trusted advisor for those seeking to secure and grow their wealth across generations.