Our profile

Stay Connected to Your Financial Life—Anytime

At Orchard Financial Group, we make it easy to stay organized and connected as you work toward your financial goals. With secure online access through ameriprise.com and the Ameriprise app, you can collaborate with us from virtually anywhere.

In one convenient place, you can track your progress, securely share information, view and organize important financial documents, and move funds when needed.

If you haven’t registered yet, we’re happy to help you get started—just reach out anytime.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Charitable Giving Strategies
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Financial Planning for Small Business
  • Tax Planning Strategies
  • Domestic Partner Planning

Awards & recognition

  • Orchard Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Anthony Perez, Forbes Best-in-State Wealth Advisors, 2021-2026
  • Anthony Perez, Five Star Wealth Manager, 2014-2016 2018-2024
  • Orchard Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Anthony Perez, Ameriprise Circle of Success, 2012-2024

Community participation

We are committed to giving back to the community in any way possible. Feel free to join us as we tackle issues that are relevant to the ones we love and care about.