Rockville, MD 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
1101 Wootton Parkway, Suite 400
Rockville MD 20852
Advisors at this office
2
Advisors at this office
Kevin M
Series 66
Rockville, MD
Onyx Bridge Wealth Group LLC
Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, EagleStone Wealth Advisors, and Emerson Equity LLC. Outside of his advisory work, he is a registered representative at Emerson Equity and a fixed insurance agent in Rockville, Maryland. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing third-party and internal portfolio models, offering tailored accounts with continuous monitoring and periodic rebalancing.
Tarun M
Series 65, Series 66
Rockville, MD
Onyx Bridge Wealth Group LLC
Tarun Mehta is a financial advisor with Onyx Bridge Wealth Group LLC in Rockville, MD. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Onyx Bridge Wealth Group in 2025, he worked at EagleStone Wealth Advisors, Inc. for 13 years. Mehta serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, an investment management and tax services firm transitioning its client relationships to Onyx Bridge Wealth Group. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension and profit-sharing plans, and corporate clients through a range of services including discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes a combination of third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and tax-management strategies.
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