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

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David Mandell

The 6 Life Insurance Exclusions to Be Mindful Of

Taking out a life insurance policy is like signing up for any other insurance: you…

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

HIGHLIGHTS OF SEASON 5

In this final episode of Season 5, host David Mandell recaps the season’s key themes…