Matthew “OB” Oberdorfer
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6–9 minutesread
What Is Margin Investing, and What Is a Long-Short Strategy?
A growing number of investors are borrowing against their portfolios to pursue higher returns and tax…
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5–7 minutesread
What Is Tokenization, and How Does It Apply to Stocks, Real Estate, and Other Assets?
If you follow financial markets, you are going to hear a lot more about tokenization. Just…
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3–5 minutesread
Introducing Flat Fee 360
One Relationship. One Strategy. One Annual Flat Fee. Financial decisions rarely happen in isolation. A business…
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4–6 minutesread
OBFI Selects RightCapital for Financial Planning
Turning Goals Into Action When most people hear the words financial plan, they picture a thick…
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2–3 minutesread
OBFI Selects FuturePlan for 401(k)s for Owners
Your Business Can Do More Than Generate Income For many business owners, the business is their…
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1–2 minutesread
OBFI is proud to be a member of the Fee-Only Network
Oberdorfer Financial is proud to be a member of the Fee-Only Network, a directory and organization…
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2–3 minutesread
OBFI is proud to be a member of NAPFA (National Association of Personal Financial Advisors)
Oberdorfer Financial is proud to be a member of the National Association of Personal Financial Advisors…
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1–2 minutesread
OBFI is proud to be a member of XYPN (XY Planning Network)
Oberdorfer Financial is proud to be a member of XY Planning Network (XYPN), a national network…
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4–5 minutesread
Part 3: Closing the Gap Between Tax Strategy and Financial Planning for Business Owners
Most business owners already have professionals around them. They often have a CPA, a banker, legal…
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4–6 minutesread
Part 2: Case Study, Allen vs. Brenda
Same Business. Different Outcome. Why? Two business owners can operate in the same industry, generate similar…