OJM Group

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.

How We Can Help

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.

wealth planning for the modern physician book cover

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COPING WITH COVID

A special series of videos, articles and podcasts focusing on the CARES Act, PPP Loans, rebounding from business downturns and protecting your personal finances during these uncertain times.

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OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

David Mandell

Four Ways to Leverage Today’s Ultra-Low Interest Rates

As we navigate through this difficult time in the U.S. economy, a few bright spots…

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VIDEOS

Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…

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PODCASTS

Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…

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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.

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