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

Bob Peelman

Global Uncertainty Causes Choppy Third Quarter

Third Quarter Key Takeaways The third quarter of 2019 was a choppy one for financial…

VIDEOS

Retirement-Plan-Savings
Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how…

PODCASTS

Jason O'Dell

Fed Rate Cut Q&A

OJM partner Jason O’Dell and Bob Peelman, Director of Wealth Advisors, discuss the September 18th…