• Who We Are
    • Why Ortman?
    • Meet Patrick
    • Industry Involvement
  • What We Do
    • Wealth Management
    • Who We Serve
  • Client Resources
    • Client Scheduling
    • Client Dashboard
    • Custodian Account Access
  • Start Here
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Ortman Financial Planning

Ortman Financial Planning

Comprehensive Financial Strategies

  • Who We Are
    • Why Ortman?
    • Meet Patrick
    • Industry Involvement
  • What We Do
    • Wealth Management
    • Who We Serve
  • Client Resources
    • Client Scheduling
    • Client Dashboard
    • Custodian Account Access
  • Start Here

Industry Involvement

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 logo

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.

NAPFA logo

NAPFA

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.

Fee-Only Network logo

Fee-Only Network

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.

7200 Wisconsin Ave, Suite 500 Bethesda, MD 20814
Call: 301.799.3140 | Patrick@ortmanfinancial.com

Copyright © 2023 Ortman Financial Planning

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