We encourage you to schedule a no-obligation initial consult 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 to 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, Eight Important Questions to Ask Your Financial Advisor

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


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