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

banner image highlighting podcast guests Dr. Mark Figgie and Dr. Joel Press
Wealth Planning for the Modern Physician Podcast

From Scalpel to Strategy

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell…