OJM Group: Integrated Planning Solutions for Building and Preserving Wealth. OJM Group helps physicians, business owners, and affluent families reach their financial goals more efficiently - by leveraging our business, asset protection, and comprehensive wealth accumulation expertise.

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Firm History

OJM's unique multi-disciplinary consulting model is a result of the firm's genesis. A brief history of the firm may help illustrate OJM's commitment to providing integrated, comprehensive planning to its clients. Prior to their merger that led to the creation of OJM in 2007, Jason O'Dell, Christopher Jarvis, and David Mandell had each established themselves as nationally-known experts in their fields. Jason O'Dell is the author of the book Financial Planning for Physicians: Strategies for Saving Money and Securing your Financial Future and has delivered lectures at universities and conferences nationally. Further, he had been recognized by Medical Economics as one of the nation's leading financial planning firms. Since 1992, his firm had built a client base of over 800 physicians, business owners, wealthy families and professional athletes in more than 30 states and 3 foreign countries.

Shortly after meeting at UCLA's Anderson Graduate School of Business in 1995, Christopher Jarvis and David Mandell formed Jarvis & Mandell, LLC. They have become two of the country's leading experts in the fields of wealth planning and protection, appearing on Bloomberg Television, dozens of radio programs, and hundreds of local and national conferences. In addition, they have authored the books Wealth Protection: Build Preserve Your Financial Fortress, Wealth Protection, MD, The Doctor's Wealth Protection Guide, and Risk Management for the Practicing Physician. Their latest book, Wealth Secrets of the Affluent, published by John Wiley & Sons, is in bookstores now.


© 2010 OJM Group.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.