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.

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

image referencing taxes
David Mandell

Tax Diversification

It is not surprising that the top financial goals of physicians and other high-net-worth investors…
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…
banner image for podcast episode with trisha talbot from docproperties
Wealth Planning for the Modern Physician Podcast

All Things Real Estate

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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.

OUR BOOKS

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

WHO WE ARE

LEARN MORE ABOUT OJM GROUP