Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

OJM Group is a multidisciplinary wealth management firm. Our partners and team members have worked with hundreds of physicians and high-net-worth clients across the U.S., and have authored more than a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.

ARTICLES

U.S. Capitol building dome where the OBBBA was voted on
Doctors

Key Tax Provisions of the OBBBA

WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…

VIDEOS

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Playbook

Strategy #6 | Retirement Planning

OJM Group Wealth Advisor and Partner, Andrew Taylor, CFP, introduces the 6th strategy, Retirement Planning,…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

How Practices Can Build the Right Physician Comp Models Today & Beyond

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…