ORTMAN FINANCIAL PLANNING

Overview

Ortman Financial Planning is a small independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm combines ongoing portfolio oversight with one-off and recurring planning work, offering clients a mix of percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Client services include comprehensive financial planning, discretionary portfolio management and educational seminars or workshops — the practice targets individual and family clients but will also work with smaller institutional relationships. Investment activity is equity-focused, with the firm tilting client portfolios toward exchange-traded equities as the primary capital allocation. Portfolios are managed through custodial relationships rather than being held in-house, and the firm appears to favor liquid, transparent instruments to implement strategy and risk management for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices