Skip to content

Services & Fees
About
FAQs
Blog
Clients

November 10, 2026

Matthew “OB” Oberdorfer

img_8182-mov

Copied to clipboard

Discover more from OBFI

Subscribe to get the latest posts sent to your email.

Type your email…

Comments

Leave a Reply Cancel reply

Comment

Name

Email

Website

Δ

Search

Search

latest Posts

In the Age of Algorithms and Gamification, Financial Discipline Becomes Your AdvantageNovember 3, 2026
What Is Earnings Season, and Does It Matter to Me?October 27, 2026
What Is Margin Investing, and What Is a Long-Short Strategy?October 16, 2026
What Is Tokenization, and How Does It Apply to Stocks, Real Estate, and Other Assets?September 18, 2026
Introducing Flat Fee 360August 11, 2026

Post Categories

401(k)s (5)
Alts (9)
Business (8)
Checklists (6)
Investing (32)
News & Media (9)
Planning (28)
Taxes & Risk (23)
Uncategorized (1)

More posts

In the Age of Algorithms and Gamification, Financial Discipline Becomes Your Advantage

November 3, 2026
What Is Earnings Season, and Does It Matter to Me?

October 27, 2026
What Is Margin Investing, and What Is a Long-Short Strategy?

October 16, 2026
What Is Tokenization, and How Does It Apply to Stocks, Real Estate, and Other Assets?

September 18, 2026

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.

No pressure. No homework. Just a 10 minute conversation.

Join our Newsletter

The OBFI Weekly Debrief™ is an insightful Saturday morning look-back on financial planning, investing, business ownership, real estate, retirement, taxes, and ideas that help you build wealth—and enjoying the life you’re building along the way.

Type your email…

Financial insights

In the Age of Algorithms and Gamification, Financial Discipline Becomes Your Advantage

In the Age of Algorithms and Gamification, Financial Discipline Becomes Your Advantage

For more than a century, the opening and closing bells have set the rhythm of the U.S. stock market. That rhythm is changing. On October…

by Matthew “OB” Oberdorfer November 3, 2026

What Is Earnings Season, and Does It Matter to Me?

What Is Earnings Season, and Does It Matter to Me?

Four times a year, Wall Street turns its attention to corporate earnings. Stock prices can move dramatically as companies report their results. But how much…

by Matthew “OB” Oberdorfer October 27, 2026

What Is Margin Investing, and What Is a Long-Short Strategy?

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 savings. But leverage introduces risks that deserve just as…

by Matthew “OB” Oberdorfer October 16, 2026October 16, 2026

Next Gen Advisors

Fee-only • Fiduciary • Co-invested • No hidden fees • Comprehensive • Specialty advice • Flat fee planning • No commissions • Fiercely independent • Price lock • Price transparency

OBFI (oh-bee-fy) v. ❶ to provide transparent, independent financial advice built around planning, investing, taxes, risk, and real-life decision-making. ❷ to modernize financial advising through fee-only guidance, flat-fee planning, specialty advice without product sales, price transparency and lock, and relationships built on trust, alignment, and long-term thinking.

“You can’t do that!”
– Legacy Advisors probably

You got next.

About OBERDORFER FINANCIAL

Fee-only, fiduciary investing and planning for hard-working men, women, and owners who want every dollar pointed at a mission. Serving clients virtually across the USA.

Quick Links

Legal

Terms of Service

Advisory Privacy Policy

Secure File Upload

Contact

(614) 350-1902 (call/text)

Disclosures

The OIC Advisory LLC (“The Advisory”), DBA Oberdorfer Financial, is a registered investment advisor offering advisory services in the states of Ohio and Florida and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, The OIC Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. The Advisory does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall The Advisory be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if The Advisory or The Advisory authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Hyperlink Disclosure: The information being provided is strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at those websites. The OIC Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. When you access one of those websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting. The OIC Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by a third party, whether linked to The OIC Advisory LLC’s website or incorporated herein, and takes no responsibility thereof.

OBFI

Copyright © 2025 · The OIC advisory llc, dba oBERDORFER financial · All Rights Reserved