Onyx Financial Advisors, LLC

Aaron Sautter is a financial advisor with Onyx Financial Advisors, LLC in Idaho Falls, ID. He holds the PFS™ designation and Series 65 license and has 16 years of industry experience. He has been with Onyx Financial Advisors since 2007. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for around 241 clients through a team of six advisors. The firm serves individuals, high-net-worth clients, trusts, businesses, and charitable organizations, using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.

Lyndsay Goody is a financial advisor at Onyx Financial Advisors, LLC with 15 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she works as a staff accountant at Parry, Roe & Company, where she dedicates a portion of her time. Onyx Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs an academically grounded, market-efficient investment approach with diversified asset allocation primarily using no-load mutual funds and ETFs.

Cody Daniels is a CFP® with nine years of industry experience, currently serving as an advisor at Onyx Financial Advisors, LLC. His prior work history includes roles at Fidelity Investments, Sigma Planning Corporation, and Parkland Securities Company. Onyx Financial Advisors provides investment management, financial planning, and ERISA retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs an investment approach based on academic efficient-market principles, utilizing broadly diversified no-load mutual funds and ETFs with tax-aware portfolio construction and regular portfolio reviews.

Terry Roe is a financial advisor with Onyx Financial Advisors, LLC, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has worked at TD Financial Inc., Onyx Financial Consulting, LLC, Onyx Financial Advisors, LLC, and Parry, Roe & Company since 1991. Outside of his advisory role, he is a partner and CPA at Parry, Roe & Company, a certified public accounting firm. Onyx Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs an academically grounded, market-efficient investment approach focused on diversified asset allocation using primarily no-load mutual funds and ETFs.

Orrin Cellan is a CFP® with three years of industry experience, currently serving as an advisor at Onyx Financial Advisors, LLC. He has worked at Parry, Roe & Company, PLLC, Cooper Norman, PLLC, and Eide Bailly, LLP. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for 241 clients. The firm offers financial planning, discretionary wealth management, and ERISA plan services to individuals, high-net-worth clients, trusts, businesses, and charitable organizations, using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.

Benson Packer is a financial advisor at Onyx Financial Advisors, LLC in Idaho Falls, ID, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Amicus Financial Advisors, Texas Tech University, Brigham Young University - Idaho, and the Church of Jesus Christ of Latter Day Saints. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for about 241 clients through a team of six advisors. The firm offers financial planning, discretionary wealth management, and ERISA plan services using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.

Jonathan Petersen is a Certified Financial Planner (CFP®) with nine years of experience in the financial services industry. He has worked with Onyx Financial Advisors, LLC since 2020 and previously held roles at Cornerstone Financial Advisors, LLC and Cetera Advisors, LLC. Petersen holds a Series 66 license. Onyx Financial Advisors provides investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs an investment approach based on academic, efficient-market principles, emphasizing broadly diversified portfolios with primarily no-load mutual funds and ETFs, supported by documented client objectives and regular portfolio reviews.