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

How We Can Help
 

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

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

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

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Does your financial plan cover all the bases?

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

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INVESTMENT MANAGEMENT

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CORPORATE & PERSONAL PLANNING

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INSURANCE

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BENEFIT PLANNING

FINANCIAL PLANNERS FOR PHYSICIANS

Empowering Physicians with Expert Financial Planning

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 BOOKS

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

Asset Protection

A Doctor’s Guide to Asset Protection Trusts

Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
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VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…
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PODCASTS

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Wealth Planning for the Modern Physician Podcast

Insights on Bridging Medicine and Business with Consultant Jessica Jones

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David…
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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.

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WHO WE ARE

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