Your Financial Quarterback

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

OJM Group is 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

image showing bond indices as we consider bonds vs cash
Andrew Taylor

Bonds vs Cash

“Why should I be investing in bonds when I can earn more than 5% on…

VIDEOS

financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…

PODCASTS

podcast episode with attorney michael byrd from byrdadatto
Wealth Planning for the Modern Physician Podcast

The Business of Medicine & Success Factors for Doctors Working with Lawyers

Listen in as Michael shares where physicians tend to go wrong when it comes to…