A complete list of active advisors currently associated with Ortman Financial Planning

Warmer can help you find a great advisor at Ortman Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ortman Financial Planning, 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.