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 (owners, investors, & the real-estate curious).
Business Wealth
③ Prepare Your Personal and Business Finances for Launch, Growth, or Exit
Your business gets properly integrated into your financial plan, portfolios, and real estate advice. Plus, you add a teammate who understand your financial picture.
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.
Credentials: Investment Advisor Representative (IAR) · Financial Advisor (CMFA) · Real Estate Advisor, Investor, and Agent.
Retired USMC aviator and planner.
Serving once again!
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