OJM Group

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

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

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

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

How We Can Help

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

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Does your financial plan cover all the bases?

WHAT’S YOUR RISK SCORE?

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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.

wealth planning for the modern physician book cover

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COPING WITH COVID

A special series of videos, articles and podcasts focusing on the CARES Act, PPP Loans, rebounding from business downturns and protecting your personal finances during these uncertain times.

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OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

financial advisor drawing market diagram

Monthly Investment Commentary

Expectations for Post-Pandemic Economy Drive Market Performance

Market Recap Global stocks continued to power upward this quarter from their pandemic bear market…

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VIDEOS

Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CPF® discusses the cost of Long Term Care Insurance for physicians,…

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PODCASTS

Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…

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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.

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