• 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

Who We Serve

Our clients are driven, successful people with a lot on their plates. Many of them are married with kids, and they’re balancing demanding careers, family life, and personal goals. Our role as an advisor is to simplify their life and make financial planning easy. By identifying practical strategies and managing most of the leg work, we take the stress out of planning so you can focus on what matters to you.

We commonly serve the following types of clients:


  • Attorneys

  • Government Relations Professionals

  • Federal Employees

  • Busy Families

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

Copyright © 2023 Ortman Financial Planning

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