Patrick Ortman (CFP®)

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

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Generation X
  • Hourly
  • Middle Income Client Needs

NAPFA Start Date

September 19, 2017

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This Office

1997 Annapolis Exchange Pkwy Ste 300 Annapolis, MD 21401-3273 Phone: (443) 221-6530

Other Offices

7200 Wisconsin Ave Ste 500 Bethesda, MD 20814-4833 Phone: (443) 221-6530