James T. Ortlip
Private Wealth Advisor, Senior Analyst
Jim is a Certified Financial Planner® (CFP®), holds a Series 7 General Securities License and is a Series 66 Investment Advisory Representative. He specializes in designing detailed financial plans that encompass all life stages including college planning, wealth accumulation, estate planning, insurance analysis and retirement planning with a special emphasis on IRA planning. Jim complements each plan with individually tailored risk adjusted investment portfolios.
In addition to financial planning and investment portfolio management, Jim is an advisor on §1031 and §1035 Tax Deferred Exchanges. He also has real estate investment offerings that are suited for a variety of individual lifestyle, tax and estate planning needs. Jim has worked as a financial planner in the Washington, DC Metro area since 2000.