Institutional Expertise, Personal Approach.
Sound Advice and Tax-Efficient Financial Planning
Fee-Only | Independent | Fiduciary
Why Onyx Financial
Named 2025's Top Financial Advisor in Bethesda
I guide you through your options and manage the moving pieces so you can feel confident and at peace with your financial decisions.
Institutional Expertise, Personal Touch
Former Investment Analyst with $4B+ in institutional asset experience, now dedicated to families and individuals who value sophisticated financial guidance.
Client-Focused Relationships
I work with a select number of clients so that I can devote the time and attention needed to understand your goals, values, and unique circumstances. This ensures that our planning is not only technically sound, but also personally meaningful.
True Independence
As a fee-only fiduciary, my fee structure means I'm compensated exclusively for my advice and service, not for selling products. My legal obligation is to put your interests first.
Comprehensive Strategy
Your financial life doesn't exist in separate boxes. I look at how your investments, taxes, insurance, and estate planning all work together to create one coordinated strategy that actually makes sense.
Full-Service Capabilities
Portfolio management, tax optimization, retirement planning, and estate strategies tailored for complex financial situations.
Enterprise-Grade Infrastructure
I partner with the XYPN Sapphire platform to deliver institutional-level technology, compliance, and operational support, ensuring you get personalized service backed by enterprise-grade infrastructure.
I would love to get to know you better! Please reach out and schedule a complimentary consultation to see if we are a good fit.
Testimonial
