Jim Ortlip

Chief Investment Officer at Alpha Omega Group, Inc.

Finance

Consumer Services

Profile

Mr. James T.
Ortlip is a Chief Investment Officer & Wealth Advisor at Alpha Omega Group, Inc. He has been in the financial services industry since 1989 and as a Financial Advisor and planner since 2004.
He specializes in designing detailed financial plans that encompass all life stages including college planning, wealth accumulation, estate planning, insurance analysis and retirement planning with a special emphasis on IRA planning.
Mr. Ortlip complements each plan with individually tailored risk adjusted investment portfolios.
In addition to financial planning and investment portfolio management, he has a deep knowledge in tax mitigating strategies and is an advisor on Tax Deferred Exchanges.
He also utilizes a number of strategies that are suited for a variety of individual lifestyle, tax and estate planning needs.
He received his undergraduate degree from the University of Pittsburgh and is a Certified Financial Planner professional.

Jim Ortlip active positions

Companies	Position	Start
Alpha Omega Group, Inc. Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses.	Chief Investment Officer	2009-08-31

All active positions of Jim Ortlip

Training of Jim Ortlip

University of Pittsburgh

Undergraduate Degree

Experiences
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100 +

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Linked companies

Private companies	1
Alpha Omega Group, Inc. Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses.	Finance