Would you be interested in working with a firm that can consult on a variety of financial areas, for both your business and/or your personal situation?

Are you intrigued by the idea of paying for a planning process on a flat-fee basis, with no hidden costs or unexpected bills?

At OJM Group, our consulting division is unique in the industry. We have developed a truly multidisciplinary in-house planning process – and one that hundreds of clients nationwide have experienced. We have helped some clients with only one of our planning areas; for others, we have truly become the client’s “quarterback,” coordinating all areas of their financial life and working in conjunction with their local attorney and accountant.

To learn more about our Consulting Division, we encourage you to read about our Consulting Philosophy & Process, evaluate our Planning Areas, examine a few informative Case Studies or contact us to schedule a free consultation.



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.

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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!


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