Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.

In this episode, we sit down with Matthew Oberdorfer of ObFi.com. Matt shares his path into wealth management and the story behind building a modern advisory focused on helping clients avoid costly financial mistakes while better navigating taxes, risk, and long-term decision making.

The conversation explores how OBfi differentiates itself through a fee-only, planning-centered approach with an emphasis on transparency, personalized advice, and aligning both personal and business wealth strategies. Matt discusses the firm's “Next Gen Advisor” philosophy and how integrating financial planning, investment management, and broader life decisions can create more meaningful outcomes for clients. 

We also discuss portfolio construction in today’s increasingly complex environment and the role of tax-aware investing, alternative strategies, and private markets in helping clients pursue diversification and long-term wealth creation. From business owners and professionals to military veterans and entrepreneurs, this episode provides insight into how modern advisors are evolving beyond traditional models to deliver more comprehensive advice. 

Matthew Oberdorfer | ObFi
ObFi.com

Josh Hile | Citizen Mint
Citizen Mint

ObFi is a registered investment adviser and the opinions expressed by ObFi on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.