Ortman Financial Planning

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

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior experience includes roles at LifeGuide Financial Advisors, Wolford Companies, Inc., and Messiah University. Ortman Financial Planning provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients. The firm employs a passive investment approach using low-cost index funds and ETFs, combined with fundamental and cyclical analysis to guide asset allocation and portfolio construction.