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

 

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

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

 

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

 

Does your financial plan cover all the bases?

 

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

 
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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

Image showing bull market with stock chart S&P 500 and Nvidia
Monthly Investment Commentary

Markets Surge to New All-Time Highs in February

After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level…
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Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…
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Wealth Planning for the Modern Physician Podcast

Better Methods for Hiring Staff

In episode 4.14, host David Mandell sits down with optometrist Dr. Mike Neal. David centers…

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.

WHO WE ARE

LEARN MORE ABOUT OJM GROUP