Fiduciary, independent, fee-only


Patrick Ortman is a fee-only financial planner serving the entire Washington D.C. area from offices in Annapolis and Bethesda. 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. 

"A goal without a plan is just a wish." ~Antoine de Saint-Exupery