Exton, PA Office
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Onyx Bridge Wealth Group LLC
Team
Firm-wide stats for Onyx Bridge Wealth Group LLC
About
Onyx Bridge Wealth Group advises individuals (including high‑net‑worth clients), trusts and estates, pension and profit‑sharing plans, and corporate clients. Its services include discretionary and non‑discretionary asset management through a wrap fee program, financial planning and consulting, retirement plan consulting for employer plan sponsors, donor‑advised fund advice, and assistance in establishing trusts (including recommending corporate trustee services).
The firm’s investment process relies on third‑party research (disclosing Helios Quantitative Research as a research consultant) and on internally created portfolio models that may be implemented directly or via sub‑advisers; portfolios can include ETFs, structured products, alternative investments accessed through CAIS and iCapital, and specialized tax‑management techniques such as 351 Exchange Vehicles. Accounts are tailored to client objectives and risk tolerance, monitored continuously with periodic rebalancing, and reviewed at least annually with more frequent reviews triggered by market or life‑event changes.
Onyx Bridge is distinct among peers for its operational affiliations and service mix: it is under common control with Onyx Bridge Tax Group LLC (providing tax preparation, accounting and related consulting) and Onyx Bridge Retirement Group LLC (providing TPA and retirement plan services), and it discloses coordination among those businesses while noting clients are not required to use affiliates. The brochure also discloses that some advisors are licensed insurance agents and that the firm uses product‑sponsored events and platform relationships (including with sponsors of 351 Exchange Vehicles) in its marketing and implementation, and that certain marketing materials may include testimonials.
Based on Onyx Bridge Wealth Group LLC
Location
120 Arrandale
Exton PA 19341
Advisors at this office
3
Advisors at this office
Matthew M
Series 65, Series 63
Exton, PA
Onyx Bridge Wealth Group LLC
Matthew Mccarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, LLC, and Farmers Financial Solutions. Outside of his advisory work, he is involved in college planning services as COO and owner of both College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement plan consulting. The firm employs third-party research and proprietary portfolio models across a range of investment types and coordinates services with affiliated tax and retirement groups.
Evan E
ChFC®, Series 63
Exton, PA
Onyx Bridge Wealth Group LLC
Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with eight years of industry experience. He holds a ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual, Provenance Capital, and Mass Mutual Investors Services. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with asset management, financial planning, retirement plan consulting, and trust establishment services. The firm uses a combination of third-party research and proprietary portfolio models, offering customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.
Matthew M
Series 65
Exton, PA
Onyx Bridge Wealth Group LLC
Matthew Mc Carter is a financial advisor with Onyx Bridge Wealth Group LLC and holds a Series 65 designation. He has been with Onyx Bridge Wealth Group since 2025, with prior experience in various roles outside the financial industry, including working at Game 7 Baseball Inc and DoorDash. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering services such as asset management, financial and retirement plan consulting, donor-advised fund advice, and trust establishment assistance. The firm utilizes third-party research and internally developed portfolio models and is notable for its coordinated service offerings with affiliated tax and retirement plan businesses.
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