We encourage you to schedule a free, no-obligation consultation with us. If you would like to do so, please contact us by filling out the form below, or calling us at (877) 656-4362.

OJM Group requests that you complete the confidential data form online, or download a PDF version to complete and fax it to us at (866) 913-4911, at least 48 hours before your consultation so that our team can review the information prior to the call and be better prepared to make the most efficient use of your time.



Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification.

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!


Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.