Ortman Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,007,434
Clients
104
Advisors
2
of 2 employees
About
Ortman Financial Planning serves individual and high‑net‑worth clients, providing discretionary investment management and comprehensive financial planning across retirement, cash flow, insurance, and estate considerations. The firm constructs client‑specific investment policies and implements portfolios based on each client’s objectives, time horizon, and risk tolerance.
The firm emphasizes a passive, asset‑class approach using index mutual funds and ETFs to achieve target allocations, while also employing fundamental and cyclical analysis as part of its research process. Financial planning is provided both as comprehensive written plans and through project‑based or hourly engagements, with clients free to accept or decline recommendations.
A distinctive feature is the firm’s provision of educational seminars on an as‑announced basis that are explicitly educational and offered at no cost to attendees, a service relatively uncommon among peers. The small, two‑advisor team manages all client assets on a discretionary basis (about $63 million across roughly 100 clients) and combines a CFP‑credentialed principal with a recently credentialed adviser and paraplanning support, while using a major institutional custodian and associated support services.
Client services
Expertise
Fee options
Financial planning fixed fee ranges from $500 to $7,000 depending on client needs and plan complexity
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.65%
Patrick Ortman: $350 per hour; Valeria Suaza: $175 per hour
Main office
909 Rose Ave, Floor 4
North Bethesda MD 20852
Advisors at this office
2
Most active in
Colorado · District of Columbia · Florida · Maryland · Texas · Virginia
Also doing business as
Ortman Financial Group, LLC · Ortman Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Patrick O
CFP®
North Bethesda, MD
Ortman Financial Planning
Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).
Valeria S
Series 65
North Bethesda, MD
Ortman Financial Planning
Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.
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