About

Marianne Poon, CFA, MBA

Founder and Financial Advisor

(301) 818-2778

marianne@onyxfn.com

4918 Saint Elmo Ave, #416
Bethesda, MD 20814

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I founded Onyx Financial because I saw too many thoughtful people making important financial decisions one at a time, without someone helping them understand how those decisions fit together. As life changes, taxes change, and financial rules evolve, it becomes increasingly difficult to step back and see the bigger picture. My goal is to help clients connect the pieces, identify opportunities, and build a financial strategy that works as a whole.

Before launching Onyx, I spent my career in institutional asset management, supporting portfolio managers responsible for more than $4 billion in pension assets across fixed income and equity at Manulife Financial (John Hancock's parent company). I bring that same institutional rigor to every client relationship, but with the personal attention that only a boutique, fee-only practice can offer.

As a Chartered Financial Analyst (CFA Charterholder since 2005) and fee-only fiduciary, my work spans asset allocation, risk management, tax-aware investment strategies, retirement planning, and coordinating finances across generations. I hold an MBA from UC Berkeley and a Bachelor of Commerce from the University of Toronto.

I am passionate about helping clients optimize their finances through tax-advantaged strategies, including planned giving. As a legacy member of both the WETA Legacy Society and Washington Concert Opera, I understand firsthand the power of charitable giving and enjoy guiding clients to maximize their impact while supporting the causes that matter most to them.

I work with a select number of clients who value a hands-on, personalized approach. If you are looking for an advisor who will know your situation inside and out and treat your finances with the same care she would her own family's, I would welcome the conversation.

Outside of my advisory work, I lead a multidisciplinary life enriched by the arts. I am a classically trained pianist with an Associate Diploma (ARCT) in Piano Performance from The Royal Conservatory of Music and a Registered Piano Technician. In my free time, I enjoy swimming and spending time with my wife and dog in Bethesda.