Ortman Financial Planning

Comprehensive Financial Strategies

Insight. Guidance. Peace of Mind.

Complete financial planning to help you achieve more and stress less

The Lincoln Memorial Reflecting Pool and with the Lincoln Memorial in the distance at sunset

Paving Your
Best Path Forward

Even when you're doing well and making responsible financial decisions, it can be hard to trust that you're on the right track. You want to have confidence that you’re capitalizing on valuable opportunities, mitigating risks, and paving the best path forward – so that’s where we come in. We provide comprehensive financial planning to help busy, successful people organize, grow, and protect their assets through every season of life. As a fiduciary, independent, and fee-only financial advisor, we put your needs and desires first, so you can trust that our recommendations and guidance are always in your best interest. We’re here to help you spend less time worrying about financial details so you can spend more time living a great life.

Fiduciary

As fiduciaries, we put your interests, needs, desires, and values at the forefront of the planning process. We have a legal obligation to provide unbiased and trustworthy financial advice, so everything we do and say is solely to help you succeed.

Independent

We have the freedom to choose products and services that best align with your unique situation. We’re not bound to a specific broker-dealer, and we have a variety of solutions to choose from that help you effectively accomplish your goals.

Fee Only

We’re never paid a commission of any kind, so our only incentive is to offer what’s absolutely best for you. You pay a transparent fee to employ our insight, expertise, and experience, and we put it to work on your behalf.

The CFP® Difference

Certified Financial Planner

As a CERTIFIED FINANCIAL PLANNER™, we’ve spent numerous hours studying and training to expand our knowledge of foundational planning concepts. We adhere to the CFP Board’s strict Code of Ethics and Standards of Conduct, pledging to serve our clients’ best interests above all else. We also participate in ongoing education to ensure we provide the most effective and relevant knowledge for our clients.

Meet Patrick

IMPORTANT NOTICE

You are now leaving the Ortman Financial Planning website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Ortman Financial Planning or any advisor(s) whose name(s) appear(s) on this website. Ortman Financial Planning is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Ortman Financial Planning under which Schwab provides Ortman Financial Planning with services related to your account. Schwab does not review the Ortman Financial Planning website(s), and makes no representation regarding information contained in the Ortman Financial Planning website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.