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Your Personal Chief Financial Officer

You have in us your very own, personal Chief Financial Officer (CFO) to come to with any financial question or problem you encounter. We are available to you in this invaluable role as part of your regular wealth management fee and we encourage you to use us as a sounding board early and often.

As your CFO, we help you with questions like:
  • Should I buy or lease a car?
  • Should I refinance my home?
  • Can I afford a vacation home?
  • Is it better to finance a purchase or pay cash?

If we don’t already know the answer to your question, we can find it for you or identify a professional with the requisite knowledge and expertise to provide you with the help you need. Having your own personal CFO can be life changing. Consult us whenever you consider any financial decision.


360° Wealth Management

Your Financial Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Managing Your Investments

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Coordinated Tax Planning

With coordinated tax strategies, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.

Your Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Protecting Your Lifestyle

Lifestyle protection through proper insurance is essential to protect your assets and therefore your lifestyle.

Your Personal Chief Financial Officer

With your very own, personal Chief Financial Officer (CFO) you have access to a sounding board early and often for any financial question or problem you encounter.

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. The effectiveness and potential success of Personal CFO services depends on a variety of factors, including but not limited to short and long term needs and liquidity sources, credit scores, prevailing interest rates, and market conditions. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Onyx Financial Advisors, LLC is not an accounting firm and does not offer or provide 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.