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Application Process
Membership Categories
NAPFA-Registered Financial Advisor
NAPFA Associate
Pathway Member
Academic Affiliate
Student Affiliate
Retired Member
Membership Standards
Consumers
Financial Planning
What Is Fee-Only Advising
How To Find An Advisor
What Is A NAPFA-Registered Advisor
Consumer Resources
Fiduciary 101
The State Of Financial Planning In America
FiGuide Blog
Careers
Transitioning To Fee Only
Internships And Mentorships
Opportunities
Member Resources
My Account
Virtual Learning
Emerging Firms
Key Policy Issues
Financial Planning Coalition
Get Involved
Scholarships
NAPFA Advisor Magazine
Continuing Education
Practice Foundation
Member Discounts
CE Guidelines
Find An Advisor Resources
Income Solutions
Member Directory
Resource Partner Directory
Upcoming Events
2020 South Symposium
2020 West Symposium
2019 Fall Conference Highlights
Marketing Playbook Series
Future Conferences
Community
NAPFA Engage
NAPFA Diversity & Inclusion Initiative
Women's Initiative
Serving on the NAPFA Board
Local Study Groups
Get In The Mix
NAPFA Genesis
Speaker Recommendation Form
Industry Partners Marketplace
NAPFA Consumer Education Foundation
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Ortman Financial Planning
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Patrick Ortman, CFP®
NAPFA-Registered Financial Advisor
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Ortman Financial Planning
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This Office
7200 Wisconsin Ave Ste 500
Bethesda, MD 20814-4833
Phone: (443) 221-6530
Primary Office
7200 Wisconsin Ave Ste 500
Bethesda, MD 20814-4833
Phone: (443) 221-6530
Other Offices
1997 Annapolis Exchange Pkwy Ste 300
Annapolis, MD 21401-3273
Phone: (443) 221-6530
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