WHO WE ARE
OJM Group is, at its core, a team of experienced advisors with one unifying goal, helping our clients build and preserve wealth. The founding members of OJM have written 11 books, published numerous articles, and delivered hundreds of lectures on wealth creation and wealth protection topics. We are proud that we have earned the reputation of being thought leaders in our field. More importantly to us, we are proud of how the implementation of our ideas has helped our clients.
We encourage you to learn more about us. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day.