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?

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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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OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

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Monthly Investment Commentary

November Market Update: US Stocks Surge Following Recent Losses

Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher…
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VIDEOS

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Video

How We Work With Physicians

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PODCASTS

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Wealth Planning for the Modern Physician Podcast

Lessons from An Aesthetic Practice Sale

Listen in as David chats with facial plastic surgeon Dr. Steven Dayan and MedSpa Partners…
LISTEN TO PODCASTS

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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OUR BOOKS

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

WHO WE ARE

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