Who We Are.

Ortner Capital was created to provide truly independent financial advice. Independent of banks, brokerages, and insurance groups. We treat you as a person, not a sales number. Our mission is to serve our veterans and families of veterans in their wealth management needs. 

What We Stand For.

We are fiduciaries. A fiduciary is someone who is bound and obligated to provide advice that is in your best interest. Earning your trust by consistently doing the right thing is what we will do.

How We Protect Your Wealth.

We create simple one page investment policy statements that summarize how we will protect and grow your wealth through; Organizing your financial statements, 401k investing, Roth & Traditional IRA management.

Ortner Capital In the News

Seekingalpha.com, "​Why Low Volatility Stock Funds Still Make Sense Today In Your IRA"

By, Joshua A. Ortner, CTFA, April 1st 2018

1. Low volatility index funds offer low cost and reduced fluctuation in stock market prices.

2. This ETF still presents a simple way to invest in low volatility.

Upcoming Courses​

6:00-8:00 Panera Private Room (Rocky River) - Financial Planning for Veterans in Retirement 

Tuesday 7/9/2018

Learn More On Us.

Get in touch!

Our Office Location 

(Located on Ortner Farm)

14151 State Route 511

Oberlin, Ohio 44074

Contact Mr. Josh Ortner


Call or text us for a complimentary one hour consult in confidence



Mon-Fri: 7:30am - 4:30pm