ABOUT

TEAM

SOLUTIONS

EDUCATION

CLIENT LOGIN

LET’S TALK

People get more out of life when they can stop worrying about money.

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal—helping our clients build and preserve their wealth, while reducing taxes. 

ARTICLES

retirement graphic
David Mandell

Four Common Pitfalls in a Qualified Retirement Plan

OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…

VIDEOS

Michael Lewellen

Protecting Your Family’s Wealth in the Last Years of Life

In our September 2018 on-demand webcast OJM Director of Financial Planning Michael Lewellen, CFP, discusses…
VIEW THIS MONTH'S WEBCAST

PODCASTS

one hundred dollar bills
David Mandell

180 Million Dollar Lawsuit Against an Orthopaedic Surgeon

In the news this week, a former NFL player sued his orthopaedic surgeon for $180…

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.

SCHEDULE NOW

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

for doctors only book cover
wealth management made simple book cover
wealth protection planning for orthopaedic surgeons book cover
wealth protection planning for dermatologists book cover
risk management for the practicing physician book cover

WHO WE ARE

LEARN MORE ABOUT OJM GROUP