Xypn Invest

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Fiduciary Financial Advisor Bethesda | Fee-Only Planner 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Institutional Expertise, Personal Approach. Sound Advice and Tax-Efficient Financial Planning Fee-Only | Independent | Fiduciary Why Onyx Financial Named 2025's Top Financial Advisor in Bethesda I guide you through your options and manage the moving pieces so you can feel confident and at peace with your financial decisions. Institutional Expertise, Personal Touch Former Investment Analyst with $4B+ in institutional asset experience, now dedicated to families and individuals who value sophisticated financial guidance. Client-Focused Relationships I work with a select number of clients so that I can devote the time and attention needed to understand your goals, values, and unique circumstances. This ensures that our planning is not only technically sound, but also personally meaningful. True Independence As a fee-only fiduciary, my fee structure means I'm compensated exclusively for my advice and service, not for selling products. My legal obligation is to put your interests first. Comprehensive Strategy Your financial life doesn't exist in separate boxes. I look at how your investments, taxes, insurance, and estate planning all work together to create one coordinated strategy that actually makes sense. Full-Service Capabilities Portfolio management, tax optimization, retirement planning, and estate strategies tailored for complex financial situations. Enterprise

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