OJM Group

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

GET YOUR FREE COPY NOW!

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

GET YOUR FREE COPY NOW!

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

Andrew Taylor

Asset Protection Planning

As we kick off 2023, OJM partner David Mandell provides a high-level update on new…

READ ARTICLES

VIDEOS

physician financial advisor looking at tax issues

Webcasts

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…

VIEW VIDEOS

PODCASTS

podcast guest, dr charlie eifrig banner image feature

Wealth Planning for the Modern Physician Podcast

Private Practice and Private Investing Insights

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path,…

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