Patrick Ortman

CFP®

Ortman Financial Planning

President

Patrick Ortman

CFP®

Ortman Financial Planning

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Ortman, CFP®

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Patrick Ortman is a Fee-Only financial planner serving the entire Washington D.C. area from offices in Annapolis and Bethesda. Ortman Financial Planning provides comprehensive  financial planning to help clients (local and across the country) organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Ortman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. 

Hi, I’m Patrick. I started Ortman Financial Planning to give financial advice the way it should be given. There should be no sales, commissions, or focus on amassing wealth at the expense of living life. Financial planning is about using money in accordance with personal values. It’s about balancing the many conflicting goals and priorities that every individual and family has and having confidence in the plan to achieve those goals. Under that belief, I do holistic financial planning that isn’t limited to one silo of a client’s life. I measure my success on three things: improving financial outcomes, saving my clients time, and most importantly, reducing stress that can so often arise around financial topics.

Ortman Financial Planning has a particular focus on working with military families and veterans. There are so many unique elements to military life both in culture and the nuances of the pay, benefits, and career track and understanding those is critical in offering good financial advice.

On a personal note, I’m a dad of four boys and husband to an incredible Naval Officer wife. I grew up outside of Washington, DC and graduated cum laude with a degree in Finance from The Catholic University of America. I spent four years living in Canada and Mexico and speak Spanish and French. In the limited free time I have now, I enjoy reading, running, and watching my kids do whatever activities are capturing their interest.

Interested in learning more about working together? Jump over to the scheduling page and let’s find a time to chat.

Patrick Ortman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We take an in-depth and holistic look at your finances. We develop a financial plan and see what adjustments could be most beneficial. We continue to meet regularly over time to address the changes that will inevitably arise and make sure that you remain on track to meet the goals you have for your finances and your life. Ortman Financial Planning may also manage your investment accounts to match your financial plan.

Topics that we cover include:

  • Are you on track to retire when you want and how you want?
  • What is your net worth?
  • Are you spending and saving in the manner that matches your priorities?
  • Are you investing in the most tax-efficient way possible and in a manner that matches your risk tolerance?
  • How should you address your student loans or saving for your children’s college?
  • Does your life and disability insurance match your needs?

To put it simply, we want to make sure that you are in harmony with the dollars in your life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Military and Federal Employee Benefits

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Novice Investors
  • Military and Veterans

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Patrick Ortman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Patrick Ortman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Patrick Ortman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Patrick Ortman

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Office Locations:

  • 7200 Wisconsin Ave
    Ste 500
    Bethesda, MD 20814

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