Patrick Ortman (CFP®)

Patrick Ortman focuses in the
following client markets or areas of practice:

  • AUM
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Federal Employees
  • Generation X

Planning Specialties

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in 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 in elementary and middle school. He coaches various youth sports teams and is an active volunteer at his children’s schools. He is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

September 19, 2017


This Office

7200 Wisconsin Ave Ste 500 Bethesda, MD 20814-4833 Phone: (301) 799-3140