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?

 
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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

doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…
banner image for adam braunscheidel presentation on health savings accounts tax advantages
Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…
Banner for physicians wealth podcast episode on healthcare mergers and acquisitions
Wealth Planning for the Modern Physician Podcast

A Deep Dive into Medical Practice Mergers and Acquisitions (Part 2)

In the second part of the podcast, host David Mandell continues his conversation with investment…

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