Oberdorfer Financial
A boutique firm providing financial planning, investing, and 401(k)s for military veterans, business owners, and pilots.
We coordinate your financial life—bringing together personal wealth, business wealth, insurance, 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
who WE serve best
Ideal Clients for our Financial Planning & Specialty Advice services
As a thank you for your service, military veterans receive 10% off financial planning services.
MILITARY VETERANS
We help you navigate the unique financial decisions that come with military service and your transition out of the military. Make the most of your pay, benefits, TSP, pension, VA, insurance, benefits, programs, and other opportunities earned through your service.
WE’VE BEEN IN THIS ARENA,
AND WE KNOW WHAT IT’S LIKE.
Business Owners
We help you manage the connection between your business and personal finances, make better financial decisions, and build wealth both within and beyond your business. From cashflow and capital allocation to taxes, risk, and succession planning, we help you strengthen your business, improve its finances, and prepare for what’s next.
WE’VE BEEN IN THIS ARENA,
AND WE KNOW WHAT IT’S LIKE.
PILOTS
We help pilots navigate the financial opportunities and turbulence of an aviation career. From compensation, benefits, retirement, and investments to furloughs, career transitions, and industry uncertainty, we help you build financial resilience, grow your wealth, and prepare for whatever lies ahead.
WE’VE BEEN IN THIS ARENA,
AND WE KNOW WHAT IT’S LIKE.
REAL ESTATE OWNERS
We help you evaluate real estate decisions through the lens of your broader financial life. From buying and selling to financing, cashflow, renovations, and investment properties, we help you understand the opportunities, manage the risks, and build long-term wealth through real estate.
WE’VE BEEN IN THIS ARENA,
AND WE KNOW WHAT IT’S LIKE.
Ideal Clients for our Investment Management services
Our Investment Management services are available to a broader range of investors.
Ideal Clients for our 401(k) for Owners services
Small and Medium-sized Business Owners, along with Real Estate Investors.
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.
MATTHEW “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 if Oberdorfer Financial is a great fit for you.
2. Schedule a 10-minute call.
We’ll have an easy conversation about what you’re looking for, understand your initial financial questions, and see if we’re a good fit for each other.
3. Think about it.
Take your time. Review what we discussed, ask 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
Ready to schedule a call?
↓ Use the calendar below to pick a date and time that’s convenient for you ↓