At Ortman Financial Planning, we believe it’s important to stay up to date and involved with our industry. We’re members of the organizations below so we can leverage resources and support
that help us better serve our clients and community.
XY Planning Network
This organization offers resources, education, and guidance to fee-only financial advisors. As a member, we have access to the latest technology, valuable learning opportunities, and a network of support to ensure we’re well equipped to serve our clients’ best interests.
The National Association of Personal Financial Advisors is a collection of fee-only, fiduciary financial advisors who meet strict requirements as members of the association. Members commit to providing comprehensive planning and maintaining strict education standards to ensure they’re capable of effectively serving a wide range of clients.
The Fee-Only Network helps clients find fiduciary advisors who have pledged to serve their best interests. Advisors in this network are not affiliated with specific broker-dealers, and we don’t receive commission on sales of certain products—meaning every recommendation we make is solely to help you succeed.