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.

ARTICLES

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Monthly Investment Commentary

Equities Rally Post-Election After Slight October Dip

Global stocks (MSCI ACWI) declined slightly in October, falling 2.24%. Within the US, large cap…

VIDEOS

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Playbook

Strategy #6 | Retirement Planning

OJM Group Wealth Advisor and Partner, Andrew Taylor, CFP, introduces the 6th strategy, Retirement Planning,…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Insights on Bridging Medicine and Business with Consultant Jessica Jones

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David…