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John F. Ortolf, CFP®

Morgan Stanley Smith Barney LLC

4259 West Swamp Road
Suite 400
Doylestown, PA 18902
Phone: (215) 230-2918
Fax: (215) 230-6910

Toll-free: (888) 789-1055

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Government & Military
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

Considerations: Fee Only Planning Available with or without Asset Management

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.