A complete list of active advisors currently associated with Onyx Financial Advisors, LLC

Warmer can help you find a great advisor at Onyx Financial Advisors, LLC or one who fits your needs even better.

Onyx Financial Advisors provides investment management, financial planning, and ERISA retirement‑plan services to individuals, high‑net‑worth clients, trusts, corporations, participant‑ and trustee‑directed retirement plans, and charitable organizations. The firm serves most clients on a discretionary, assets‑under‑management basis and also offers standalone financial planning engagements. The firm’s investment approach is grounded in academic, efficient‑market principles and emphasizes broadly diversified exposure implemented primarily with no‑load mutual funds and ETFs (including access to funds such as Dimensional Fund Advisors), with tax‑aware portfolio construction and daily reconciliation of custodial accounts. Onyx documents client objectives and constraints in an Investment Policy Statement and conducts regular quarterly and special‑condition reviews to guide portfolio management. Noteworthy disclosures in the brochure include an affiliation with a CPA firm, Parry, Roe & Company, PLLC, and an affiliated consulting entity; the brochure explains potential conflicts of interest (for example, mutual clients may receive waived tax‑service fees) and states the firm seeks written authorization before sharing client information. The firm also describes that financial plans may include retirement scenarios and explicitly cautions that performance figures quoted by mutual fund companies are shown after fund fees, reflecting the use of illustrative or hypothetical performance information in its materials.

To learn more about the advisors currently working at Onyx Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.