Ortman Financial Planning
Ortman Financial Planning
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 located in Bethesda, MD. Ortman Financial Planning provides comprehensive financial planning and investment management 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.
Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America.
Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances.
Patrick and his wife, Kate, have four boys in elementary and middle school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Kate is currently serving in the Navy Reserves and Patrick has been a proud military spouse for over 13 years.
Patrick is active in the financial planning community and is a member of XY Planning Network, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Military and Federal Employee Benefits
- Government Relations Professionals
- Federal Employees
- Military and Veterans
- Growing Families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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
7200 Wisconsin Ave
Bethesda, MD 20814