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 to fill a gap in traditional wealth management by offering technically rigorous advisory services delivered with care, clarity, and personal commitment. I believe in providing direct, meaningful advice that makes a tangible difference in my clients' financial lives. I help clients as if they were close friends and family. My goal is to ensure every facet of my clients' finances is thoroughly evaluated and proactively managed so they can enjoy true peace of mind.

As a fee-only fiduciary and Chartered Financial Analyst® (CFA Charterholder since 2005), I bring institutional-level expertise across asset allocation, risk management, tax-aware investment strategies, retirement planning, and multi-generational wealth coordination. My guidance is grounded in values and balances analytical rigor with a deep understanding of what matters most to my clients.

Professional Background:

• Chartered Financial Analyst (CFA) since 2005

• Former Investment Analyst at Manulife Financial (John Hancock's parent company)

• Supported portfolio managers responsible for more than $4 billion in pension assets across fixed income and equity assets

• MBA from UC Berkeley, Bachelor of Commerce from University of Toronto

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

Financial planning should enhance your life, not complicate it. My practice focuses on a select number of clients who value a personalized approach to wealth management. My clients enjoy clarity, confidence, and long-term success through every stage of life.

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