Oberdorfer Financial
A boutique firm serving individuals, families, business owners, real estate owners, and veterans with financial planning, investment management, and 401(k)s.
We coordinate your financial life—bringing together personal wealth, business wealth, real estate, taxes, retirement, and specialty advice to improve your long-term financial trajectory.
Money on a Mission.
🇺🇸 a Veteran-Owned co. | Veteran discounts
It StarTS With Trust
Trusted financial advice and services
Tap into the same credibility that has brought our Money on a Mission approach to top financial organizations.
IT’S ALL ABOUT YOU, THE CLIENT
How we help Clients
• Financial Planning
• Investment Management
• 401(k)s Setup & Management for Owners
• Specialty Advice for Insurance, Real Estate & Business
Our approach is practical — understand what matters to you, find your financial friction, determine what needs to happen next, and help you get it done. From building you a financial plan with next steps to managing investments to reducing taxes, advising on insurance, strengthening your business, evaluating real estate, and preparing for Financial Independence, we help put your Money on a Mission.
Fee-only • Fiduciary • Co-invested • No hidden fees • Comprehensive • Specialty advice • Flat fee planning • No commissions • Fiercely independent • Price lock • Price transparency
CLIENTS GET EXCEPTIONAL ADVICE & SERVICES
Qualified to serve you
Your financial advisor should be extremely trustworthy, highly qualified, able to make the complex simple, and guide you through decision-making. That’s what we do at Oberdorfer Financial.
MATT “OB” OBERDORFER
I started as an investor. And I asked myself “Who would I hire, and what would their advisory look like?”
So I built that advisory from the ground up, as an Independent RIA owner fiercely independent from legacy advisors.
We’re built on trust and best practices — but we are also built for 21st century Clients with busy lives, a full plate, and a desire for a highly-aligned advisor.
We’re fee-only, fiduciary, co-invested, and offer flat-fee financial planning, price transparency, and price lock. Details below.
Qualifications →
As a Financial Advisor, I provide Clients with a valuable combination of knowledge and qualifications — as an Investment Advisor, Financial Planner, Insurance Advisor, Real Estate Advisor, and Business Advisor.
As a business owner and retired U.S. Marine, I’ve been in the arena too.
I’m honored to serve Clients, help them grow their wealth, and reach their goals as their financial teammate.
we keep THE STEPS simple
How it works
1. Review our services.
Explore our services below to see what we offer, how we work, and where Oberdorfer Financial may be able to help.
2. Schedule a 10-minute call.
We’ll have a quick conversation about what you’re looking for, answer your initial questions, and see if we’re a good fit for each other.
3. Think about it.
Take your time. Review what we discussed, ask any follow-up questions, and decide whether working together makes sense for you.
4. Get started.
When you’re ready, we’ll start onboarding you and identify the most critical areas of your finances to address first. Sometimes it is a concern we find; sometimes it is a concern you already have. From there we begin our service calendar and put your Money on a Mission.
WHAT’S ON YOUR MIND FINANCIALLY?
Schedule a call
Every relationship starts with a conversation.
We’ll learn about where you are today, where you’re trying to go, and whether we’re the right fit for each other.
Select a date and time that works for you.
No pressure.
No homework.
Just a 10 minute convo.
To learn a bit more about each other.
shouldn’t more advisors do this?
Price Lock
Price Transparency
Enduring relationships.
Strengthened by transparency.
Strengthened by a promise we’ve made.
Price Lock
We keep raising our rates on you as we go. No, the fee schedule you agree to when you onboard with us is what you will keep as we work together for years and decades.
Please note: It’s possible that we raise our fees in the future, but those fee increases will not apply to those who are already Clients. What you agree to is what it’ll be — forever. No surprises.
Price Transparency
We gouge you with hidden fees. No, we are transparent with our advisory fees. What you agree to is what you’ll be charged by us. “1% is 1%,” as we say. We don’t have “additional advisory fees” of any sort.
Please note: Certain investment funds or strategies have a fee, which does not get paid to us. We can choose together to avoid those, or you can confirm you are okay with them. No surprises.
HOW MANY ADVISORS CAN SAY they are invested alongside their clients?
Is your Advisor co-invested?
“Advisors should be willing to put their money where they invest their Client’s money, like I do.”
– Matt Oberdorfer on investing in the same holdings that Clients are invested in.
Our Founder walks the walk with you.
When markets are up, when markets are down, when there is uncertainty — our Founder is invested with you too.
TAKE A DEEPER LOOK AT OUR SERVICES & FEES
It starts with
a plan.
We manage your assets for you.
We help Owners
setup 401(k)s.
Ready to schedule a call?
↓ Use the calendar below to pick a date and time that’s convenient for you ↓