Working With You
No Matter Your Location
OJM has over 800 clients in 45 states. By leveraging the assets of our multiple offices and dozens of collaborative firms, OJM brings comprehensive, multi-disciplinary planning and implementation solutions to affluent clients nationwide.
OJM's main office is in Ohio, with satellite offices in Texas, Florida, New York, and Arizona. By leveraging the expertise of dozens of collaborative firms, OJM brings comprehensive, multi-disciplinary planning and implementation solutions to affluent clients nationwide.
Collaborative Firms
Multidisciplinary planning requires the assistance of local experts who are familiar with state-specific issues. Through strong relationships with professionals working in over 40 states, OJM offers a unique combination of national expertise and local experience to its clients.
Often, OJM's clients require expertise and services that OJM doesn't offer. The complexities of running a medical practice or business lead to additional challenges. Increased profitability often requires more efficient operations. OJM has sought out market leaders who not only provide a high-level of service but also espouse the benefits of a collaborative, multi-disciplinary planning approach.
OJM helps clients build a team that includes:
- Accountants
- Asset protection attorneys
- Estate planning attorneys in over 40 states
- Healthcare attorneys in a number of prominent firms
- And others
