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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...
Overview
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).
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.
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