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

yield curve recession
Monthly Investment Commentary

Is a Recession on the Horizon?

The following is an update to an article we authored in October 2019, just a…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

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…