Fee-only, fiduciary financial planning and investment management for business owners and individuals, emphasizing transparency, no hidden fees, and mission-aligned advice.
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.
Fee-only and fiduciary
No hidden fees
Price transparency and lock
Investing alongside clients
Flat-fee financial planning
Specialty advice without product sales
Services
Fee-Only Financial Planning
Comprehensive financial planning including tax strategy, insurance planning, estate planning, and real estate advice, delivered as a flat fee.
Flat fee pricingMission-aligned adviceNo hidden feesQuarterly meetings with action plansTax strategy with past tax return reviewInsurance and estate planningReal estate and business wealth planning
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.
Plan design strategy (Solo 401(k), PEP, standalone)Tax strategy integrationFiduciary oversightInvestment managementVendor coordinationParticipant educationAnnual plan reviewBusiness owner integration
Specialty Advice (Real Estate, Crypto, Business Advisory)
Certified, licensed, and qualified advice on niche topics without product sales.
Certified, licensed, and qualified advisorsNo sales, no commissionsKnowledge and fiduciary advice
Credentials & Certifications
Fee-Only Network Membership
National Association of Personal Financial Advisors (NAPFA) Membership
XY Planning Network (XYPN) Membership
Reviews
Rating
5
★★★★★
Reviews
4
"Very professional and attentive."
Frequently Asked Questions
What is the fee structure for financial planning? +
Financial planning is a flat fee based on complexity, with no additional fees for investment management when included in the plan.
How does Oberdorfer Financial ensure price transparency? +
Oberdorfer Financial provides transparent pricing with no hidden fees and a price lock for advisory fees.
What makes Oberdorfer Financial a 'next gen' advisory? +
Next gen advisors at Oberdorfer Financial focus on 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.
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