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

Learn More
 

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

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

Get Your Copy Today!
 

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

How We Can Help
 

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

Let's find out
 

Does your financial plan cover all the bases?

Let's find out
 
1
1

TEAM

WHAT WE DO

FOR PHYSICIANS

RESOURCES

BOOKS

WHAT’S YOUR RISK SCORE?

LET’S TALK

wealth management made simple cover

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.

wealth planning for the modern physician book cover

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

Monthly Investment Commentary

A September Slump & The Global Equity Bull Market

A September slump put a pause on the global equity bull market. The S&P 500…
READ ARTICLES

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…
VIEW VIDEOS

PODCASTS

inflation word art
Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…
LISTEN TO PODCASTS

FREE CONSULTATION

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.

SCHEDULE NOW

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

wealth planning for the modern physician book cover
wealth management made simple cover
risk management for the practicing physician cover cme credits

WHO WE ARE

LEARN MORE ABOUT OJM GROUP