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

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

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Does your financial plan cover all the bases?

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

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INVESTMENT MANAGEMENT

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CORPORATE & PERSONAL PLANNING

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INSURANCE

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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

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Monthly Investment Commentary

S&P 500 Posts YTD Gains & Interest Rates Drift Higher

The S&P 500 finished 1.6% lower during the month—it’s first negative month since February A…
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VIDEOS

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Webcasts

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…
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PODCASTS

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Wealth Planning for the Modern Physician Podcast

Avoiding and Disarming Legal Landmines

Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast…
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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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WHO WE ARE

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