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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. 

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TAX PLANNING FOR THE UBER WEALTHY
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ARTICLES

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David Mandell

Tax Day Tips: Plan Now for April 2020

Do you realize that, after the recent tax reform-- between income, capital gains, Medicare, self-employment…

VIDEOS

Webcasts

Your Time in the Market: More Important than Timing the Market

In our March webcast, OJM Wealth Advisor Adam Braunscheidel, CFP, discusses the importance of time…

PODCASTS

First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…

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