Busy Protecting What’s Important to You

Ortgeard (pronounced ‘ort-yerd’) is an old English word for orchard. It’s a metaphor for how we work with you to cultivate a stable, healthy, and fruitful life. As with any orchard, disease, drought, and storms may strike without warning. We are here to help you with a plan to weather the storm and continue growing. Our symbol of the bee represents the sometimes forgotten, but ever so busy, individual working tirelessly to ensure your future well being.


Services DiagramYou may not be able to predict the future, but peace of mind is available with a financial plan designed by Ortgeard.


3 reasons to work with Ortgeard?

  1. Client first Approach. It’s your life, so it’s your plan. Whether you need a financial plan or divorce analysis the foundation of your Life Plan will be built on your goals, dreams and aspirations. Working together with guidance from you creates the plan you will need to move through life with peace of mind.
  2. ‘Cherry Picking’ the right products for you. Ortgeard is an Independent firm and not sales or product driven. We are more than happy to assist you in finding the right supporting products that your Life Plan requires. We also work in harmony with your current advisors to build your plan.
  3. Cultivating your financial health. With a scheduled follow up program, and ownership on you to update us on life changes, your financial plan is kept up to date in accordance to your needs and goals. Together, we continue refining your life plan to reflect every life change.