off the beaten path financial

Name

off the beaten path financial

Legal name

Off the Beaten Path LLC

Website

https://obpfinancial.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Financial planning services
• Investment management
• Wealth management advisory
• Retirement planning
• Tax planning

Headquarters

HQ city

Bozeman

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. AUM-Based Investment Management: Percentage-based fees on assets under management, with tiered pricing that decreases as portfolio size increases. Ranges from 1.25% up to $500k down to 0.50% for portfolios over $3M.
2. Design Phase - Project-Based: Fixed fee engagement for creating 3-Year Vision and identifying key milestones. Includes full assessment of current position, goals, and strategic blueprint over four meetings.
3. Build Phase - Ongoing Advisory: 12 months of hands-on implementation and financial management including wealth management and business strategy execution. Fixed monthly fee plus performance-based incentive bonuses tied to milestones.
4. Wealth Blueprint Tiers: Tiered pricing based on service complexity: Financial Stability ($3,000-6,000), Growing Prosperity ($0-8,000 onboarding + 1.25% AUM), Mastering Personal Wealth ($1,500-8,000 onboarding + $300-1,500/month).

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Off the Beaten Path Financial is a fee-only fiduciary financial advisory firm that provides financial planning, investment management, and business advisory services primarily to architects and engineers. Core offerings include the Wealth Blueprint (a three-stage financial planning system), the No Limits Blueprint (a structured 12-month business and personal finance program), and Dynamic Investing Strategy, supported by cash flow, tax, retirement, and business planning services.

Product overview

Off the Beaten Path Financial is a fee-only fiduciary financial planning and investment management firm that offers advisory services primarily to architects and engineers. Their core offerings include the Wealth Blueprint (a three-stage financial planning system for achieving Financial Peace, Confidence, and Abundance) and the No Limits Blueprint (a structured 12-month implementation program). Supporting services include Dynamic Investing Strategy, Cash Flow Management, Investment Management, Retirement Planning, Tax Planning, Business Planning, Employer Retirement Plans, and Digital Assets/Crypto guidance. Free resources include the 5-Pillars Assessment, Personal Finance Spreadsheet, Wealth Blueprint Guide eBook, Dynamic Investing Guide, and The Trail Report newsletter. The firm also offers a Financial Freedom Course and video content library. Pricing includes tiered investment management fees (1.25% down to 0.50% for larger portfolios) and fixed-fee planning programs ranging from $3,000 to $10,000.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Blueprint A comprehensive financial planning methodology for architects and engineers that guides clients from Financial Stability to Prosperity and ultimately to Abundance through three stages: Achieving Financial Peace, Building Financial Confidence, and Experiencing Financial Abundance.
• No Limits Blueprint A structured financial planning program that unites business and personal finances, helping architects and engineers drive growth, build wealth, and create lasting freedom through a 5-Pillars Assessment and 12-month execution phase.
• Dynamic Investing Strategy An evidence-based investment approach that applies dynamic positioning to changing market conditions while actively managing risk to support client lifestyle goals.
• Investment Management Portfolio management service built on a defense-first approach using a structured framework to strategically assess risk and create diversified, tax-efficient portfolios.
• Cash Flow Management Financial service designed to create stability and predictability by helping clients manage inconsistent income, build automated cash flow systems, and align cash flow with short- and long-term goals.
• Retirement Planning Service designed for professionals who want to craft a personalized path to financial independence, including income planning, tax-efficient strategies, and making work optional before traditional retirement age.
• Tax Planning Service that minimizes tax burden and maximizes after-tax wealth through proactive tax strategy, business and personal tax alignment, and year-round support.
• Business Planning Service that helps business owners translate firm success into personal wealth through business strategy development, cash flow management, and succession/exit planning.
• Employer Retirement Plans Design and implementation of retirement and financial wellness programs including 401(k), profit-sharing, SEP IRA, and SIMPLE IRA plans for employers.
• Digital Assets (Crypto) Cryptocurrency and digital asset integration guidance helping clients incorporate digital assets into diversified portfolios while managing risk and tax implications.

Quantifiable outcome

• Helped architect go from feeling goals were impossible to believing they were within reach in 5 months
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• BQEminorGTM or Marketing PartnerCo-hosted webinar series 'Leveraging Your AEC Firm for Personal Wealth and Financial Abundance' in 2025 targeting architecture and engineering firm owners.
• AIA TrustminorGTM or Marketing PartnerCo-produced webinar 'Resilient by Design: Creating a Financial Foundation for Uncertain Times' providing financial planning content for AIA members.
• EntreArchitectcoreGTM or Marketing PartnerRyan Sullivan serves as an instructor/partner offering the Financial Freedom Course through the EntreArchitect platform, reaching thousands of architects and engineers.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Facet Wealth: Tech-enabled fee-only RIA offering flat-fee financial planning and investment management to individuals nationwide. Highly comparable business model — fee-only, virtual delivery, transparent pricing — though without OBP's vertical AEC specialization.
• Harness Wealth: Financial planning service specifically built for tech professionals, pairing clients with fiduciary advisors. Comparable profession-targeted, content-led GTM approach and emphasis on niche credibility, though focused on tech rather than AEC.
• Domain Money: Flat-fee financial advisory firm focused on professionals and high earners, providing holistic financial planning. Comparable fee-only fiduciary model with transparent subscription pricing and a similar target of career-focused professionals.

Broad incumbents

• Creative Planning: Large national fee-only RIA offering comprehensive wealth management, financial planning, and tax services. Overlaps with OBP on fiduciary fee-only positioning but operates at vastly larger scale without vertical specialization in AEC.
• Carson Group: Large RIA and advisor support platform offering investment management and financial planning, including vertical programs for niches such as AEC. Comparable RIA infrastructure but a much broader, multi-advisor network rather than a single founder-led practice.
• Moneta Group: Fee-only fiduciary RIA serving high-net-worth individuals, families, and business owners with integrated financial planning. Comparable comprehensive-planning approach but operating as a multi-advisor national firm rather than a verticalized boutique.

Emerging players

• Domus Financial Planning: Boutique fee-only financial planning firm serving professionals and small business owners. Comparable scale and planning-first approach, though without OBP's AEC vertical specialization or asset-management services.
• New Coast Financial Planning: Virtual fee-only financial planning firm targeting professionals and entrepreneurs. Comparable virtual fee-only delivery model and profession-oriented GTM, though without OBP's AEC niche or in-house investment management.
• AllGen Financial Advisors: Boutique fee-only RIA providing financial planning and investment management to professionals and pre-retirees. Similar size and fiduciary positioning, though without AEC specialization.

Others

• EntreArchitect: Education and community platform for architecture firm owners where OBP distributes its Financial Freedom Course. Directly adjacent as a distribution partner and content ecosystem serving the same AEC audience, rather than a competing advisory firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@obpfinancial
• LinkedInlinkedin.com/company/off-the-beaten-path-financial

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about off the beaten path financial