Your Financial Quarterback

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

We are a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over 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

tax word block
Carole Foos

2018 Year-End Tax Planning Tips

As fall weather descends upon us, it’s a good time to start thinking about the…

VIDEOS

advisor and client shaking hands
Adam Braunscheidel

Is Your Advisor Working in Your Best Interest?

With so many options available in today’s financial services industry, how do investors choose an…

PODCASTS

roth ira piggy bank
Michael Lewellen

Backdoor Roth IRA Strategy

In our latest podcast, OJM Director of Financial Planning Michael Lewellen, CFP®  and Director of…