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Ortman Financial Planning
Ortman Financial Planning is a fee-only financial planning firm located in North Bethesda, Maryland. OFP provides financial planning and investment management...
Ortman Financial Planning
Ortman Financial Planning is a fee-only financial planning firm located in North Bethesda, Maryland. OFP provides financial planning and investment management services to clients locally and across the country. OFP does not sell any financial products but focuses on providing advice as a fiduciary to clients. Ortman Financial Planning (“OFP”) is a registered investment adviser offering advisory services in the States of Maryland, Virginia, Florida, Colorado, and Texas, and Washington DC and in other jurisdictions where exempted.
General information
Firm type
Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Ortman Financial Planning?
The firm's investment committee or lead principal is not publicly named. Investment decisions follow a fiduciary standard as a registered investment advisor (per SEC records).
How does Ortman Financial Planning source proprietary deal flow?
The firm does not publicly disclose proprietary deal sourcing. As an RIA, it likely relies on traditional asset-management channels and third-party managers rather than direct private-market origination.
Is Ortman Financial Planning structured as a single family office or does it operate more like an advisory firm?
Ortman Financial Planning operates as a multi-family office RIA, serving multiple families rather than a single-family structure. Its regulatory registration confirms it provides advisory services to external clients.
Does Ortman Financial Planning participate in fund commitments or only direct deals?
The firm's investment approach is not publicly detailed, but as an RIA, it typically allocates via third-party funds rather than direct investments. Direct-deal participation is not documented.
What investment stages does Ortman Financial Planning typically target?
The firm focuses on traditional wealth-management asset classes such as public equities, fixed income, and alternatives, with no public emphasis on venture-stage or startup investing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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