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?

 
1
1

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

confident, young doctor in a white coat reviewing life insurance plans
David Mandell

Everything Physicians Need to Know About Life Insurance

Your career as a physician is full of major milestones that show you’re growing wiser,…
image showing wealth strategies for today's physician
Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…
Banner for Season 4 recap of the Wealth Planning for the Modern Physician Podcast
Wealth Planning for the Modern Physician Podcast

Highlights & Insights: Recapping the Episodes of Season 4

In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18…

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