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

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

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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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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.

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OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

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Monthly Investment Commentary

Global Equities Rise as Economy Remains Resilient

Global equities rose in April amid regional banking stress and worsening leading economic indicators Despite…
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VIDEOS

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Webcasts

Tax Update for Physicians

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

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Wealth Planning for the Modern Physician Podcast

Season 3 Recap: An Executive Summary

In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes…
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OUR BOOKS

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

WHO WE ARE

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