financial planning built around your life.
Helping young professionals & families grow wealth without giving up the life they love.
Don’t wait for retirement to start living your dreams
Your life isn’t on pause until age 65. Whether you want to travel, build something meaningful, or just stop stressing about money… we’ll create a plan that lets you start living now, not “someday.”
Our 5 Step Process
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This is a no pressure 30 minute call to see if this is a good fit for BOTH of us! I’ll learn about your current situation and you’ll learn more about how I do things :)
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If you move forward, I’ll gather the info I need to understand your income, savings, debt, retirement plans, and anything else that matters.
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I’ll build a strategy around what matters most to you. Whether that’s buying a home, investing wisely, saving on taxes, or gaining clarity.
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You’ll get clear next steps to implement a little bit at a time. If you’re using my investment management, I’ll set that up too. I’ll walk with you as you implement the plan and keep you accountable.
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Life changes, and your plan can too. We’ll meet regularly and make updates along the way.
Our Service Packages
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The Starting Line
For recent grads and early-career pros. We’ll get your finances organized (including your student loans), set smart savings strategies, and build a game plan for what’s next.
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The Climb
For couples and professionals juggling bigger goals. We’ll bring clarity to your finances, refine your investment strategy, and help you plan major life moves (first house, kids) with confidence.
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The Peak
For entrepreneurs and side-hustlers. We’ll streamline your personal and business finances, optimize taxes, start retirement accounts, and create a clear path to long-term freedom.
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Investment Management
Some people aren’t ready for a full financial plan, they just want their money working smarter in the background. I offer standalone investment management using low-cost, diversified portfolios tailored to your goals.
Ortman Finances, LLC an independent firm focused on providing you with EXACTLY what you need. No hidden fees, just transparent advice connected to your goals.
FAQs
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A quick call will help us figure that out. There’s no pressure or any commitment needed.
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Nope! A lot of my clients are all over the country and we meet virtually.
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Not at all! Although many advisors require a minimum amount of assets, I have no minimum. A lot of people come to me before ever opening their first investment account.
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Being Fee-only means I don’t make commissions or get paid to sell you certain products. You pay me directly for advice and services and I do what’s best for you. This keeps everything transparent and you’ll know exactly what you’re paying for.
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That’s what I’m here for. No judgement whatsoever, and I’ll explain things in a way you can understand.
Contact us
trey.ortman@ortmanfinances.com
(605) 254-3226
Canistota, SD
Serving Clients Virtually
© Ortman Finance LLC 2025 | All Rights Reserved
Ortman Finance LLC is a Registered Investment Advisor in the states of South Dakota and Iowa.
Content on this website is for informational and educational purposes only and should not be considered investment, tax, or legal advice. No offer or solicitation for the sale or purchase of securities is being made.
Past performance is no guarantee of future results. Investing involves risk, including the potential loss of principal. A copy of our Form ADV is available upon request.