Our Clients

OJM is a boutique, multi-disciplinary planning firm that addresses the unique planning needs of a specific kind of client. OJM categorizes its clients into two broad categories, The Working Affluent & Wealthy Families.

The Working Affluent are those professionals, executives and business owners with annual household in excess of $200,000.

Wealthy Families are those families with total net worth in excess of $5,000,000.

Note: Higher income and higher net worth clients are handled through the Private Client/Family Office division discussed below.

Because nearly every magazine, newspaper, website and firm focuses its attention on a wide target market, the planning advice is typically appropriate for Average Americans and inappropriate for the Affluent (see You Are Not Average article -- link to this in article it will be free).

More specifically, the majority of our Working Affluent clients own their own businesses or medical practices. The Wealthy Families are all unique in that they made money from a variety of endeavors.

The common themes among all OJM clients are that they:

They are very busy.

They have a wide range of planning needs.

They embrace the fact that they are different and require special planning.

They understand how important it is to leverage their advisors and thir expertise.

Private Client Services/Family Office Services

Jarvis & Mandell is a top-tier global wealth consulting firm providing some of the best institutional capabilities to affluent families and high-income clientele. Jarvis & Mandell taps the strength and resources of OJM to maximize value and service. J&M is the global private wealth management unit of OJM. With 10 years of experience, J&M is a leading provider of comprehensive financial planning and advisory services to high net worth investors, physician practices, privately held corporations and private foundations. With offices in 3 states and collaborative professional firms in 35 additional locations, J&M offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, cash and portfolio management, as well as retirement, education and estate planning to clients earning more than $1,000,000 per year and to families worth more than $10,000,000.

Our Planning Process

The process has four simple steps to follow. Throughout each step, however, OJM will focus on helping educate the clients. We feel the most valuable service we can provide is to help our clients and their other advisors better understand their planning options and opportunities.

Our Process Begins with Education

At OJM, we pride ourselves as being educators as well as professionals. As you will see in the books, articles, and seminars drop down menu above, our team members are nationally-recognized authors and speakers. We have lectured at hundreds of conferences to clients like you and to fellow financial professionals, accountants, and attorneys. In fact, our seminars have been accredited for continuing educations for financial and insurance professionals, accountants, attorneys and physicians.

Even more important than our formal roles as authors and lecturers is our commitment to teaching our clients. Our unique planning process is so much more than analyzing your comprehensive financial situation and implementing recommended action steps. It is also about teaching clients why a particular element should be changed and why our suggested course of action is in their best interests.

By using our books, articles, recorded lectures, special reports and other materials to bolster our financial plans for clients, we help our clients become more valuable partners in the decision-making, planning and implementation phases. This process may take longer than it would without the commitment to education, but it wouldn't be as successful over the long term.

Moving Forward - Practical Steps

1. The first step is to complete and return the Consultation Request Form and Confidential Data Form.
2. The second step is to schedule your one-hour free consultation.
3. The third step is to have your consultation via telephone or meeting in our offices in New York City, Cincinnati or Austin.
4. We will determine on the initial consultation if and how O'Dell Jarvis Mandell can help you and how to move forward.

We Help Clients Nationwide

Through the use of technology and with the help of our attorney partners nationwide, OJM is able to help clients in all 50 states with their comprehensive planning and implementation needs.

Free 1-Hour Consultation

O'Dell Jarvis Mandell is willing to help you with your needs in the areas of:

• Asset Protection
• Business Planning
• Business Succession/Estate Planning
• Insurance Planning
• Investment Analysis
• Retirement Planning
• Overall Financial Analysis & Financial Monitoring

If you would like to schedule your free 1-hour consultation with a member of the OJM team, please contact us.

Someone from OJM will contact you via phone or email within 2 work days to schedule your appointment with an OJM principal.

OJM will need you to complete the confidential data form and fax it (888) 527-8476 at least 48 hours before your consultation so that the principal can review the information prior to the call and be better prepared to make the most efficient use of your hour.

Collaborative Firms

In addition to the services that business units of the OJM Group offer, there are additional services that medical practices and business owners need to run more efficiently and profitably. OJM has sought out market leaders who not only can bring a high level of service but who also are committed to helping clients through a collaborative, multi-disciplinary planning approach.

OJM can help clients build a team of advisors by calling on the expertise of:

• Asset Protection attorneys.
• Estate Planning attorneys in over 40 states.
• Healthcare attorneys who can provide services nationwide.
• National Accounting firms who offer services for individuals, corporations, partnerships and limited liability companies.
• Property Casualty Insurance Services through Tegner-Miller.
• Retirement Plan services are offered through MJ Consulting Group.
• Retirement Plan management is offered by relationships with large, national firms with offices in all 50 states.
• Health insurance through various partners nationwide.
• And others.

Consulting Request Form

ODell Jarvis Mandell is willing to help you with your needs in the areas of:

Asset Protection

Business Planning

Business Succession/Estate Planning

Insurance Planning

Investment Analysis

Retirement Planning

Overall Financial Analysis & Financial Monitoring

If you would like to schedule your free 1-hour consultation with a member of the OJM team, please complete the form

Someone from OJM will contact you via phone or email within 2 work days to schedule your appointment with an OJM principal.

OJM will need you to complete the confidential data form and fax it (888) 317-9896 at least 48 hours before your consultation so that the principal can review the information prior to the call and be better prepared to make the most efficient use of your hour.