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Strategic Alliances


The wealth management process works best when all of your professional advisors work as a team. A well-coordinated team enhances your well-being so that you worry less, work less, and have more time to devote to your family, friends, and personal interests.

Several of our clients have long-standing relationships with their current advisors and wish for them to continue to be valuable members of their team. You can rely on us to work seamlessly with your other advisors and to skillfully organize your whole team.

We work directly with your:

  • Estate planning attorney—making sure that your investment accounts are set up consistently with your estate planning documents.
  • Income tax return preparer—making sure that your investments are being managed in a way that mitigates your taxes.
  • Insurance agent—making sure that you’re adequately insured based on your estate plans.

We save you time by working directly with other members of your team. This collaboration ensures that we’re all on the same page, working together on your behalf.

If you don’t currently have some of these advisors and the need arises for their services we’re happy to tap into our network to find qualified professionals with credentials and interpersonal skills you’ll appreciate.

Mutual Fund Management Strategic Alliance

You further benefit from Onyx’s strategic relationship with a resource called Dimensional Fund Advisors. Through a relationship for exclusive wealth management firms of which we’re one, DFA provides us with mutual fund management services as well as a vast array of information and research.

See  “Who is Dimensional Fund Advisors (DFA) and why is Onyx’s involvement with DFA important to you?”

 

 

 

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Onyx Financial Advisors, LLC is not affiliated with Fidelity Investments or Dimensional Fund Advisors. [Protected marks are used with the permission of the rights holders.] Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. Strategic alliances do not guarantee successful outcomes, and the benefits of strategic alliances depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions.

There is no form of partnership or legal affiliation between Fidelity Investments and Onyx Financial Advisors nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1063435.1.0

Onyx Financial Advisors, LLC is not a law firm or accounting firm and does not offer or provide legal, accounting, or tax advice. Onyx Financial Advisors, LLC is not an insurance agency or insurance company. Insurance sales are conducted by licensed insurance agents in their separate and individual capacities. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.