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

David Mandell

Inflation and Your Investments

Inflation is a popular topic in the financial media this spring. This short article is…

VIDEOS

retired couple hiking
Webcasts

After 2020, Are You Still On Track For Retirement?

After the events of 2020, are you still on track for retirement? OJM Group Director…

PODCASTS

three diversified portfolio buckets
Jason O'Dell

Is Your Portfolio Ready for An Income Tax Increase?

OJM Group · Is Your Portfolio Ready for an Income Tax Increase? As we enter…