Anthony Rose

Mr. Rose will operate a satellite office of Orion Wealth Management in the Washington, D.C. metropolitan area, expanding the firm’s presence and personalized client service on the East Coast.

A 2016 graduate from Howard University, Mr. Rose holds a Bachelor of Business Administration with a concentration in Supply Chain Management.

Mr. Rose brings over seven years of experience in financial services, specializing in financial analysis, tax preparation and consulting, and small-business advisory work. He will continue to collaborate with Samuel P. Rose, CPA in Maryland to support clients while expanding his services through Orion Wealth Management.

Having earned his Series 65 Investment Advisor License in July 2025, Mr. Rose is committed to delivering fiduciary guidance and long-term wealth strategies to individuals, families, and business owners. He views his transition into wealth management as a natural extension of his mission to help clients make confident, informed financial decisions.