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

How We Can Help
 

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

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

Get Your Copy Today!
 

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

Let's find out
 

Does your financial plan cover all the bases?

Let's find out
 

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

Learn More
 
1
1
Link to OJM Group's Investment management information

INVESTMENT MANAGEMENT

link to OJM's corporate and personal planning information

CORPORATE & PERSONAL PLANNING

link to OJM's insurance information

INSURANCE

link to OJM's benefit planning information

BENEFIT PLANNING

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

ARTICLES

piggy bank on top of an investment portfolio chart
Michael Lewellen

From Piggy Banks to Portfolios

TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…
READ ARTICLES

VIDEOS

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…
VIEW VIDEOS

PODCASTS

banner image highlighting podcast guest Bob Goettling
Wealth Planning for the Modern Physician Podcast

ESOPs for Doctors

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
LISTEN TO PODCASTS

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

WHO WE ARE

LEARN MORE ABOUT OJM GROUP