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Frank Ortner III

Frank Ortner III

Senior Vice President, Financial Advisor

CPA, PFS

Frank has more than 20 years of experience in the financial services industry. In his role as a financial advisor, he enjoys helping clients with advanced financial planning, tax planning and small business issues. Frank spent the early part of his career in a public accounting firm specializing in small business and personal income taxes.

Frank attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate knowledge and understanding of all areas of financial planning.

In his free time Frank enjoys reading and learning about topics ranging from philosophy to sports and automobiles. Frank lives in Chester Springs, Pennsylvania with his wife and two children.

  • BS, Villanova University

The O’Brien-Ortner financial advisory team is located in our Malvern, PA office.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

1 Advisory registrations are held with Wealth Enhancement Advisory Services.

2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Malvern office advisors are not affiliated with LPL Financial.

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