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.

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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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TEAM

WHAT WE DO

FOR PHYSICIANS

RESOURCES

BOOKS

WHAT’S YOUR RISK SCORE?

LET’S TALK

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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.

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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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VIEW OUR MOST RECENT WEBCAST:

FOUR WAYS TO LEVERAGE LOW INTEREST RATES

IN YOUR WEALTH PLANNING

Presented by: Jason M. O’Dell, MS, CWM

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ARTICLES

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Bob Peelman

Investing Through an Election

Each time a U.S. presidential election approaches, we revisit our views about its impact on…

VIDEOS

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Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

 OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…

PODCASTS

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Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…

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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WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

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WHO WE ARE

LEARN MORE ABOUT OJM GROUP