Are you a fiduciary?

Yes, as a fee-only Registered Investment Advisor, OFP acts as a fiduciary to our clients in all aspects of our relationship.

How does OFP get paid?

OFP is paid exclusively by our clients. We are “fee-only” meaning that we receive no commissions from financial companies based on our recommendations.

I don’t want financial planning. Can OFP still help me with my investments?

Typically, no. We may take on clients to solely manage their investments where there is a unique circumstance but this is not our primary business.

Can you help me with my taxes?

OFP does not prepare tax returns for clients and is not an accounting firm. However, we will review a tax return as part of the financial planning process and include tax considerations in our financial planning advice.

I have another question.

Send Patrick an email at portman@ortmanfinancial.com and ask away. We look forward to hearing from you.