Guiding Architects and Engineers
Along the Path to Financial Freedom
Download “23 Essential Personal Finance and Investing Insights for Architects and Engineers”
This Free Guide will help you on your path to Financial Freedom. As Engineers ourselves, OBP Financial understands the unique financial challenges that Architects and Engineers face and have answered the most common questions we hear from others like you.
OFF THE BEATEN PATH FINANCIAL
About OBP Financial
Founded by Ryan Sullivan, PE, OBP Financial is applying his engineering mentality and logical systematic approach to personal finance and investing for his clients. He is on a journey to help 100 families achieve financial freedom.
Our Guiding Principles
We believe that one-size-fits-all financial advice is not effective. Instead, we take the time to get to know our clients and understand their individual financial needs and goals in order to provide customized advice and guidance.
Personalized advice
We are committed to the highest standards of professionalism and ethical conduct. We are transparent in our dealings with clients and always act in their best interests.
Professionalism
We believe that financial literacy is key to achieving financial freedom. We strive to educate our clients on the various financial concepts and strategies that can help them make informed financial decisions.
Education
We view our relationships with our clients as partnerships and are dedicated to working with them to achieve their goals.
Partnership
How We Help
Create clarity and transparency into your finances.
Provide professional investment management.
Ensure you are prepared for large expenses.
Strategize how to minimize taxes.
Help make work optional.