Patrick Ortman, CFP® Ortman Financial Planning

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About Patrick Ortman, CFP®

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).

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Attorneys
  • Dual Income Family
  • Gen X
  • Government Employees

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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