Do you have the right team to help you reach your long-term financial goals?

 

Have you read our newest books written by the OJM team?

Wealth Planning for the Modern Physician and Wealth Management Made Simple.

 

Helping physicians build and protect their wealth for more than 25 years.

 

Is your investment portfolio built to withstand today’s market volatility?

 

Does your financial plan cover all the bases?

 
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At OJM Group, we help improve your life by easing your anxieties about your financial present and future. Our entire firm is dedicated to the achievement of one goal:

Helping our clients build and preserve their wealth, while reducing taxes.

COPING WITH COVID

A special series of videos, articles and podcasts focusing on the CARES Act, PPP Loans, rebounding from business downturns and protecting your personal finances during these uncertain times.

VIEW OUR MOST RECENT WEBCAST:

FOUR WAYS TO LEVERAGE LOW INTEREST RATES

IN YOUR WEALTH PLANNING

Presented by: Jason M. O’Dell, MS, CWM

American flag with vote pins laying on top
Bob Peelman

Investing Through an Election

Each time a U.S. presidential election approaches, we revisit our views about its impact on…
interest rates in newspaper
Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

 OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…
municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…

Interested in learning more about OJM Group? Schedule a free consultation with us where we can discuss your needs and goals to determine if OJM may be a good fit for your situation.

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

WHO WE ARE

LEARN MORE ABOUT OJM GROUP