Patrick Ortman, CFP® Ortman Financial Planning

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About Patrick Ortman, CFP®

My name is Patrick. I’m a CERTIFIED FINANCIAL PLANNER™ professional specialized in helping military and government employee families. I have been a Navy husband since 2009 while my wife has served on active duty and as a drilling Reservist. I live in Bethesda, MD and work with clients in person in the Washington, DC metro area as well as virtually wherever your service takes you.

My wife and I have four boys, ages 9 and under. Most of my free time revolves around them and the never-ending attempt to have them eat vegetables and go to bed on time. We also enjoy outdoor activities and sports as often as possible. I’m a Maryland native and have lived in Canada and Mexico.

My role as a financial planner is to help you use money in accordance with your values and priorities. The financial lives of the military are unique and the opportunities and challenges service members face are unique. I help clients determine what is best for them and accompany them through life as they achieve their dreams. In themselves, financial topics like investing, retirement planning, budgeting, and insurance can seem dull or even painful. The good news is these are the means and not the end. Let’s talk about them as tools to achieve your goals and dreams.

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Ideal Clients

  • Dual Income Family
  • Gen X
  • Government Employees
  • Military & Veterans

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $225+/hr
  • AUM: 1.00%

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