Patrick Ortman is a fee-only financial planner serving the entire Washington D.C. area. Ortman Financial Planning provides comprehensive financial planning 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.
Services
I started Ortman Financial Planning to give financial advice the way it should be given. There should be no sales, commissions, or focus on amassing wealth at the expense of living life. Financial planning is about using money in accordance with personal values. It's about balancing the many conflicting goals and priorities that every individual and family has and having confidence in the plan to achieve those goals.
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.
You hire Ortman Financial Planning to do a deep-dive on your overall financial plan. We'll gather all relevant financial information, discuss your goals and priorities, and make recommendations for any changes that might be needed. This service is typically delivered over the course of 3-4 meetings and is completed in 3-6 months.
Ortman Financial Planning charges an advisory fee based on the market value of the assets under management for ongoing financial planning and investment advisory services. Complete financial plan without ongoing service is offered at $2,500 for individuals or $4,000 for couples. A la carte projects may be considered on a case by case basis.
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Jb Cummins
Feb 03, 2020
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