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.


doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…


stop watch on a table

Tax Planning Updates

With markets at an all-time high, many investors may seek strategies that try to “time…


Banner image for podcast episode featuring Ethan Nkana, JD, MBA and Dr. Erica Mathieu
Wealth Planning for the Modern Physician Podcast

Negotiating The Contract You Deserve (Part 2)

In this continuing episode, host David Mandell sits down with Ethan Nkana, JD, MBA, founder…