David Metzger, CFP®, CFA®, MBA David Metzger, CFP®, CFA®, MBA

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About David Metzger, CFP®, CFA®, MBA

Onyx Wealth Management LLC is a comprehensive private wealth management firm providing rigorous, highly-customized financial planning and investment management solutions for individuals, young professionals, families and business owners.

David founded Onyx Wealth Management after 16 years in the financial services industry, having gained experience in such diverse specializations as insurance, portfolio management, and securities analysis. Sensing a demand for a more rigorous and proactive approach to the wealth management process, David utilizes his years of experience, business contacts, and technology to bring a level of fiduciary oversight to his clients previously reserved exclusively for the ultra-affluent among most of the financial services industry.

David holds undergraduate degrees in Finance and International Business and an MBA from Oklahoma State University. In addition to the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, he has achieved numerous additional industry certifications including the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor in Senior Living (CASL) designations from the American College of Financial Services.

David and his amazing wife, Christy, met in graduate school at Oklahoma State University and were married shortly thereafter upon moving to Memphis, Tennessee where Christy completed her Ph.D. in clinical psychology and David completed his professional studies while working for a local wealth management firm. In their off time, they enjoy traveling, spending time with friends, trying out new recipes, exploring the outdoors and continuing to familiarize themselves with their adopted home of Chicago.

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150
  • Hourly Fee: $395
  • AUM: 0.85%

 

SEC Records

States Registered

  • Illinois

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