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.
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
Clients We Serve
Business Owners · Military Veterans · Professionals, Athletes & Pilots
Business Owners
Independent Consultants · Licensed Professionals · Real Estate Agents · Contract Pilots · Healthcare · and more
Prepare your finances to launch, grow, or exit your business. Plus, business consulting.
Military Veterans
Army · Navy · Marines · Air Force · Space Force · Coast Guard · Guard · Reserves · Active · Prior Service · Retired
Mission-ready services that honor transitions, rentals, TSP-to-IRA Rollovers, and more.
Professionals
Pilots · Athletes · Executives · Managers · Technicians · Finance · Operations · Marketing & Creatives · and more
Work-life balance, FIRE planning, 401(k) Checkups, and job/state-hopping lifestyles.
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 and a business plan for a future business idea launch.
Advisor Spotlight
Hi, I’m Matt “OB” Oberdorfer
I’m a Financial Advisor with a unique combination of experience as a Financial Planner, Investment Advisor, Real Estate Advisor, and Business Consultant.
I founded OIC Financial to serve busy, hard-working men, women, and owners.
When not helping clients, I enjoy sports and fitness. I also enjoy the performing arts, real estate design, and collecting art and watches.
Credentials: Investment Advisor Representative (IAR) · Financial Advisor (CMFA) · Real Estate Advisor, Investor, and Agent. MS GIS, Johns Hopkins University · BA Business Management, Wittenberg University
Retired USMC aviator and planner.
Serving once again!
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