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?

 
1
1

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.

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

insurance advisor working with client
Bob Peelman

Permanent Life Insurance

Perhaps no wealth planning tool is as strongly debated as permanent life insurance. On the…
retired couple hiking
Webcasts

After 2020, Are you still on track for Retirement?

After the events of 2020, are you still on track for retirement? OJM Group Director…
inflation word art
Andrew Taylor

Inflation and Your Investments

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

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