Frank Ortner is the founder of Fieldstone Financial and a career-long advocate for thoughtful, client-first financial planning. With over 30 years of experience in accounting, tax strategy, financial planning, and risk management, Frank brings a unique, integrated perspective to the advanced planning space.
Frank began his career as a CPA, specializing in personal and small business taxation. He later expanded into insurance and investment advisory work, ultimately co-founding a registered investment advisory firm that served hundreds of clients with comprehensive planning needs.
After years inside the investment world, Frank stepped away from portfolio management to focus on what he does best—helping clients protect what matters most. Today, he applies his deep background in tax, estate, and risk strategy to build durable financial frameworks for families and business owners who want clarity, security, and purpose.
Frank created Fieldstone Financial to redefine what it means to be a financial advisor. No market predictions. No product pushing. Just a strong planning foundation, built around your real-life goals and grounded in smart, protective strategy.
"My role is to help clients make confident, well-informed decisions—especially when life gets messy or unpredictable."
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