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Ortman Financial Planning Logo
Ortman Financial Planning CB Rank
1676508
Heat Score
61
Ortman Financial Planning is a financial advisory firm that specializes in financial planning services.
Founded
obfuscation
Private Bethesda, Maryland, United States1-10 ortmanfinancial.com
Consulting
Financial Services
Wealth Management
Overview

Ortman Financial Planning
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Ortman Financial Planning

CB Rank
1676508
Ortman Financial Planning is a financial advisory firm that specializes in financial planning services.
Founded
obfuscation
Private Bethesda, Maryland, United States1-10 ortmanfinancial.com
Consulting
Financial Services
Wealth Management

Details

Legal Name Ortman Financial Group, LLC.
Also Known As OFP
Operating Status Active
Company Type For Profit
Phone Number 1 301.799.3140
Contact Email patrick@ortmanfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that evaluates a client's entire financial situation to develop strategies for achieving financial goals and managing risks.
Investment Management
A service that manages clients' investment portfolios by determining asset allocation, selecting investments, and monitoring performance aligned with their goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$145.7KThis year, Ortman Financial Planning is projected to spend $145.7K on IT, according to Aberdeen.

Active Website Tech Count

32Ortman Financial Planning is actively using 32 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Ortman Financial Planning's headquarters? Ortman Financial Planning is located in Bethesda, Maryland, United States.Who are Ortman Financial Planning's competitors? Alternatives and possible competitors to Ortman Financial Planning may include HighTower Advisors, Creative Planning, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
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