Cybersecurity Advisory for Financial Services Firms

Your clients trust you
with everything.
Who protects that trust?

Oridian Advisory delivers expert cybersecurity guidance to registered investment advisors and CPA firms who cannot afford to get this wrong. No software. No jargon. No fear. Just the expert advisory your firm deserves.

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Reg S-P Deadline Passed June 2026
100% Financial Services Focused
SEC Reg S-P Compliance
FTC Safeguards Rule
IRS WISP Requirements
RIA Cybersecurity Advisory
CPA Firm Security
The Problem

The deadline passed. The risk did not.

The SEC's amended Regulation S-P deadline passed on June 3, 2026. Most small RIA firms are not compliant. Not because they do not care, but because cybersecurity advisory built for firms your size simply did not exist.

Oridian Advisory was built to change that.

You are not sure if you are compliant
Reg S-P, FTC Safeguards, IRS WISP. The regulatory landscape is complex and the guidance is written for large institutions, not firms like yours.
You do not know who to trust
Most cybersecurity vendors sell software. Oridian Advisory sells expertise. There is a significant difference between the two when it is your firm's reputation on the line.
Your clients are starting to ask questions
High-net-worth clients and institutional partners are increasingly asking about your data protection practices. The firms that answer confidently win. The ones that cannot, lose trust.
You need documentation, not just advice
Regulators want to see a Written Information Security Program, an incident response plan, and evidence of due diligence. Saying you take security seriously is not enough.
Who We Are
Fredrique Bingley

Built for financial services. Not adapted for it.

Most cybersecurity advisors come from enterprise IT. They speak in technical acronyms, sell software licenses, and treat small financial firms as an afterthought.

Oridian Advisory was built differently. We work exclusively with registered investment advisors and CPA firms. We understand your regulatory environment, your client relationships, and the reputational stakes involved. We translate complex security requirements into clear, actionable guidance your firm can actually implement.

"We do not sell fear. We deliver the kind of calm, expert protection that serious firms expect from a serious advisory partner."
Rigor
Gold standard work on every engagement, regardless of firm size.
Discretion
Your most sensitive exposure handled quietly and completely.
Clarity
You always know exactly where your firm stands.
Seamlessness
The complexity stays on our side of the desk.
Services

Three ways to work with Oridian Advisory.

Every engagement is built on a standard framework refined specifically for small financial services firms. Scoped to your size. Priced to make the decision easy.

Entry Offer
The Clarity Assessment
Know exactly where you stand.
$2,500 one-time
What is included
Cybersecurity posture review tailored to RIAs and CPA firms
Reg S-P and FTC Safeguards Rule gap analysis
Vendor and third-party risk snapshot
Written Clarity Report with prioritized action items
60-minute findings debrief with your principal advisor
Get Started →
Core Offer
The Implementation Engagement
From gaps to compliant. Done.
$6,500 to $10,000
What is included
Everything in the Clarity Assessment
WISP creation or full remediation
Incident response plan development
Vendor due diligence framework
Staff security awareness training (up to 2 hours)
Reg S-P compliance documentation package
30-day post-delivery support window
Get Started →
Ongoing Protection
The Advisory Retainer
Protected. Always.
$3,000+ / mo
What is included
Dedicated principal advisor on call
Quarterly compliance review and posture check
Regulatory change monitoring
Annual WISP review and update
Vendor risk reviews on request
Monthly plain-language security briefing
Get Started →
Why Oridian Advisory

Why serious financial firms choose us over everyone else.

01
We speak your language
We do not explain cybersecurity in enterprise IT terms. We explain it in terms of your regulatory obligations, your client relationships, and your firm's reputation. Because that is what actually matters to you.
02
We are advisors, not vendors
We do not sell software. We do not earn commissions. We give you an honest picture of where your firm stands and a clear path to where it needs to be. Nothing more. Nothing less.
03
We make it effortless
The complexity stays on our side of the desk. You receive clear deliverables, plain-language reports, and the confidence that comes from knowing someone who actually understands this is watching over your firm.
How It Works

From first call to fully protected in four steps.

1
Complimentary Call
A 30-minute conversation where we learn about your firm, your current posture, and your most pressing compliance concerns. No pitch. No pressure.
2
The Clarity Assessment
We conduct a comprehensive review and deliver the Oridian Clarity Report within 14 business days. A plain-language document showing exactly where your firm stands.
3
Implementation
For firms that need remediation, we build your WISP, incident response plan, and compliance documentation. Every gap closed. Every box checked.
4
Ongoing Advisory
Most clients move to a retainer. Quarterly reviews, regulatory monitoring, and a dedicated advisor on call. Protection that never sleeps.
Oridian Clarity
Promise Advisory

If it is not clear, you do not pay.

If the Oridian Clarity Assessment does not deliver a clear, actionable picture of your firm's cybersecurity posture and compliance gaps within 14 business days, we will refund your investment in full. No questions. No process. No friction.

We are confident enough in our work to put our fee on the line. That is what the gold standard looks like.

Book a Call

Find out exactly where
your firm stands.
Start with a conversation.

A 30-minute complimentary call. No pitch. No pressure. Just an honest conversation about your firm's current posture and what it would take to get it right.

Request a Complimentary Call
We respond to all inquiries within one business day.

Your information is kept strictly confidential and never shared with third parties.