A complete list of active advisors currently associated with Ortman Finances, LLC

Warmer can help you find a great advisor at Ortman Finances, LLC or one who fits your needs even better.

Ortman Finances, LLC provides investment management and financial planning to individual clients, including high-net-worth individuals, on a fee-only basis. Services include discretionary portfolio management and both ongoing and project-based planning that address retirement, tax considerations, estate planning, college savings, insurance review, and business planning. The firm’s investment approach emphasizes asset allocation guided by modern portfolio theory and a mix of passive vehicles alongside fundamental analysis, setting target allocations and managing accounts on a discretionary basis. Ortman Finances recommends a specific custodial platform for trade execution, executes client trades on an individual (non-blocked) basis, and relies on custodial account statements for client reporting rather than producing separate firm performance reports. Noteworthy features for a solo, independent adviser include its recent establishment and dual registration in South Dakota and Iowa, a relatively small asset base and client roster, and an explicit practice of collaborating with clients’ attorneys and tax professionals on implementation. The firm also maintains an active social media presence and offers services tailored to business owners (including business start-up and exit planning and employee benefits optimization), which may be less common among advisers of similar scale.

To learn more about the advisors currently working at Ortman Finances, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.