A complete list of active advisors currently associated with Oberdorfer Financial
Warmer can help you find a great advisor at Oberdorfer Financial or one who fits your needs even better.
Oberdorfer Financial is an independent, fee-only advisory firm (registered in 2024) that provides discretionary investment management, tiered financial planning (Silver and Gold with a Business Wealth add-on), retirement-plan consulting, one-time portfolio checkups and financial plans, and educational seminars. The firm works with individuals, high-net-worth clients, business owners and plan sponsors and advises across taxable and retirement accounts as well as digital assets such as cryptocurrencies. The firm’s investment approach blends modern portfolio theory with fundamental and cyclical analysis and uses a mix of passive and active vehicles (stocks, bonds, mutual funds, ETFs, and selected individual securities) to implement client portfolios; it also offers socially conscious/ESG options on request. Financial planning emphasizes integration of held-away assets, real estate and business equity into the plan, and planning clients receive ongoing plan updates and complimentary investment management as part of the service structure. Noteworthy features that distinguish the firm include a recurring financial-education workshop program offered to a business owner’s workforce (the brochure cites a standard workshop fee set per employee), an explicit suite of real-estate-integration services (from mortgage/financing analysis to real estate exit planning), and the capacity to provide ERISA retirement-plan consulting with potential fiduciary roles. The firm operates as a small, recent solo-advisor practice managing approximately $4.54 million in discretionary assets, and the principal maintains outside real-estate and private-investment activities that are disclosed in the brochure.
To learn more about the advisors currently working at Oberdorfer Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gahanan, OH
| 1
|
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