Orbit Financial Planning and Investments

EST. AUM
$2,736,755

CONTACTS

CLIENT ACCOUNTS
5

Firm Details

Metro area Chicago
CRD Number 329538
Website orbitfpi.com
Client types

Overview

Orbit Financial Planning and Investments, LLC (OFPI) is a state-registered investment adviser and fee-based fiduciary RIA headquartered in Champaign, Illinois, operating as a boutique, single-advisor practice led by founder Achim von Bodman, CFP®. The firm serves a select client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities — with particular focus on entrepreneurs and clients with complex financial situations. OFPI's core responsibilities encompass discretionary portfolio management and comprehensive financial planning, including stock options, retirement account guidance (pension/401(k)), and options strategies. The firm's investment approach is highly personalized, tailored to each client's specific goals and risk tolerance across diverse asset classes, with a notable emphasis on private market and alternative investment strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Orbit Financial Planning and Investments

Platform Details

Investment Preferences

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Address

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