Money on a Mission.
Personal Wealth x Business Wealth
Holistic financial planning, fiduciary investment management, plus real estate and business advice — all tightly integrated to put your money on a mission.
Planning • Investing • Risk & Tax Management
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We’re currently accepting new Clients for 2026.
As Featured In
Trusted financial advice and services
Tap into the same credibility that has brought the Money on a Mission approach to top financial organizations.
Mission-Focused PEOPLE with ownership
Who We Serve
Business Owners
Corporations
LLCs and
1099s
REAL ESTATE OWNERS
Residential
Commercial
and Industrial
Military Veterans
Active & Reserve
Prior Service
Retired
Professionals
Especially
Professionals
with Equity Comp
INVESTMENT MANAGEMENT FOR EVERYONE
How We Serve
Investment Management Clients
We welcome everyone to our investment management service, whether you’re a business owner, real estate owner, military, a professional — or not— we are more than happy to manage your assets for you.
We have awesome portfolios suitable to every investor profile, best-fit to you based on your goals, feelings about risk, time horizon, and net worth.
Minimums
We currently have a $10,000 minimum investment requirement.
financial planning FOR those with equity
How We Serve
Financial Planning Clients
Our financial planning service is best at serving Clients who own equity, whether that’s as a business owner, real estate owner, military (especially with rentals or a business), and professionals with equity comp packages.
Dear Owners,
SLAY RISK & TAXES.
GROW YOUR WORTH.
How?
By
1. Reducing financial risk
2. Reducing tax burdens
3. Increasing personal net worth
4. Increasing business/equity value
Together, we’ll put your money on a mission.
Truly,
Matthew Oberdorfer
Financial Advisor & Owner
YOUR MONEY GETS A MISSION
How It Works
Immediate Value
① We deliver a free Financial Health assessment before you sign anything.
8-min onboarding with Elements enables our Discovery Meeting assessment of your financial strengths, areas for improvement, and how it compares to others.
Personal Wealth
② Choose Financial Planning, Investment Management, or select both for a discount.
We put your Money on a Mission with careful listening, focused plans, great portfolios, & real estate advice for owners, investors, and the real-estate curious.
Business Wealth
③ Owners, we integrate, plan, and manage your personal and business finances and assets.
Your business gets properly integrated into your financial plan, portfolios, and real estate advice. Plus, we help your business launch, grow, or prepare for exit.
Blaze your own trail
We also help clients prepare their personal finances for business launch, then advise on business finances and decisions for launch, growth, and exit.
Guided Next Step
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