Oberdorfer Financial | Advisors & Services
Fee-only, fiduciary investing and planning for hard-working men, women, and owners who want every dollar pointed at a mission.
5.0
Fee-only, fiduciary financial planning and investment management for business owners and individuals, emphasizing transparency, no hidden fees, and mission-aligned advice.
About
Oberdorfer Financial is a fee-only, fiduciary financial advisory firm serving hard-working individuals and business owners who prioritize mission alignment over asset size. The firm provides comprehensive financial planning, investment management, tax strategy, insurance planning, estate planning, and specialized 401(k) solutions, all delivered with transparent pricing, no hidden fees, and a commitment to investing alongside clients.
Founded by Matt Oberdorfer, a retired USMC aviator and experienced planner, the firm emphasizes trust, transparency, and long-term thinking, positioning itself as a next-generation advisory model that modernizes financial advising through fee-only guidance, flat-fee planning, specialty advice without product sales, price transparency and lock, and relationships built on alignment, trust, and long-term thinking.
Services
Fee-Only Financial Planning
Comprehensive financial planning including tax strategy, insurance planning, estate planning, and real estate advice, delivered as a flat fee.
401(k) Solutions for Business Owners
Design, setup, and ongoing administration of Solo 401(k) and Group 401(k) plans, integrated with tax strategy and investment management.
Specialty Advice (Real Estate, Crypto, Business Advisory)
Certified, licensed, and qualified advice on niche topics without product sales.
Credentials & Certifications
Reviews
