Patrick Ortman, CFP®

Ortman Financial Planning

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He holds the Certified Financial Planner® designation and earned a BSBA in Finance from the Catholic University of America.

As a financial planner, Patrick has a strong focus on his clients’ overall financial wellbeing. He believes in deep service and expertise, balanced with simplicity.

Patrick and his wife, Kate, have four boys in elementary and middle school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick lived the life of a military spouse while Kate served in the Navy and Navy Reserves for 14 years.

Patrick is active in the financial planning community and is a member of XY Planning Network, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).