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

insurance advisor working with client
Bob Peelman

Permanent Life Insurance

Perhaps no wealth planning tool is as strongly debated as permanent life insurance. On the…

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…