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You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully pursue your goals.

Our Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

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Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

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Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

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Our Team

Grant Ottenstein

Grant Ottenstein

With over 35 years of financial services experience, Grant B. Ottenstein founded Ottenstein Insurance & Financial Services, Inc., to provide insurance evaluations and financial services to high net worth individuals and businesses.

Utilizing well-respected products and services, we welcome the opportunity to help you work towards a financially independent future.

In addition to his business, Grant is active in his community and has raised substantial amounts of money for Suburban Hospital and other local charities.

Grant is a graduate of the University of Maryland with a B.S. in business.

Grant and his wife Ellen have three children.

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