Oberdorfer Financial | Advisors & Services

Gahanna, Ohio

5.0 (4 reviews)
Call (614) 350-1902 Visit website →

About

Oberdorfer Financial, based in Gahanna, Ohio, offers investment management and financial planning services tailored to business owners, military veterans, and professionals. The firm manages portfolios across multiple risk profiles and asset types at 0.75%–1.5% AUM, with reduced fees for accounts exceeding $1 million, and provides financial planning on a flat-fee basis ($1,500+ annually) that includes complimentary investment management. Services span tax strategy, insurance and estate planning, 401(k) design and administration for business owners, and quarterly financial action plans delivered through an ongoing service calendar.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 10AM-8PM, Tuesday: 10AM-8PM, Wednesday: 10AM-8PM, Thursday: 10AM-8PM, Friday: 10AM-8PM, Saturday: Closed
SEC registered
No
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