About ORTMAN FINANCIAL PLANNING
ORTMAN FINANCIAL PLANNING is a reputable financial planning firm that provides expert financial advice to its clients. Founded in 2005 by John Ortman, the firm has grown to become one of the leading financial planning firms in the industry.
How does the advisor help clients – Key Takeaways:
- Offers customized financial planning solutions tailored to each client’s unique needs and goals
- Provides expert advice and guidance on investments, retirement planning, taxes, estate planning, and more
- Works closely with clients to develop and implement comprehensive financial strategies
- Regularly reviews and adjusts financial plans to ensure they remain aligned with clients’ changing needs and market trends
- Provides ongoing support and education to help clients make informed financial decisions
Facts and Insights
ORTMAN FINANCIAL PLANNING has been in business for over 15 years and has accumulated a wealth of knowledge and experience in the financial planning industry. As of 2020, the firm manages over $500 million in assets and employs a team of 10 highly qualified and experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Years in Business | 15+ |
Financial Services Offered
ORTMAN FINANCIAL PLANNING offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance advice
- Education planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small business owners. ORTMAN FINANCIAL PLANNING takes a personalized approach to financial planning and works closely with each client to understand their unique needs and goals.
Fees & Compensation
ORTMAN FINANCIAL PLANNING operates on a fee-only compensation model, which means they do not earn commissions from any financial products they recommend. This ensures that their advice is always unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, with rates varying depending on the services provided.
Background
Founder John Ortman has been working in the financial planning industry for over 20 years and holds several industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). His team of advisors is also highly qualified and experienced, with many holding advanced degrees and industry certifications.
Financial Advisor Disclosures to Know
ORTMAN FINANCIAL PLANNING has a clean disciplinary record with no disclosures or sanctions listed on their record. This indicates that the firm has a strong commitment to ethical and transparent business practices and is dedicated to putting their clients’ interests first.