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What We Do
OJM Group offers a broad scope of solutions for physicians, individual investors, business owners, and entrepreneurs.
INVESTMENT MANAGEMENT
CORPORATE &
PERSONAL PLANNING
INSURANCE
BENEFIT PLANNING
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ARTICLES
Bob Peelman
Emergency Funds
RANKING THE BEST SOURCES & UNDERSTANDING THEIR ROLE IN FINANCIAL PLANNING An emergency fund is…
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Playbook
Strategy #7 | Practice Management Planning
Author and OJM Group Partner, David Mandell, JD, MBA introduces the 7th strategy, Practice Management,…
PODCASTS
Wealth Planning for the Modern Physician Podcast
Thriving in a Changing Healthcare Landscape
In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
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