Ortman Financial Planning is a comprehensive financial planning firm based in Bethesda, MD, offering insight, guidance, and peace of mind to busy, successful individuals. As a fiduciary, independent, and fee-only advisor, they prioritize their clients' needs and desires, providing unbiased and trustworthy financial advice to help them organize, grow, and protect their assets through every season of life.
With the freedom to choose products and services that best align with each client's unique situation, Ortman Financial Planning is committed to offering what is absolutely best for their clients. Their team, led by Patrick, a CERTIFIED FINANCIAL PLANNER, adheres to the CFP Board's strict Code of Ethics and Standards of Conduct, ensuring that clients' best interests are always prioritized. By employing their insight, expertise, and experience, Ortman Financial Planning aims to help clients spend less time worrying about financial details and more time living a great life.
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