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

advisor working on portfolio
David Mandell

Are You Taking Advantage of Two Everyday Tax-Favored Assets?

Like everyone we have ever worked with, you likely want to reduce your taxes as…

VIDEOS

Taking Care of Mom and Dad
Webcasts

Taking Care of Mom and Dad: A Long Term Care Planning Solution

OJM Group Director of Financial Planning Michael Lewellen discusses a planning solution that can help…

PODCASTS

reviewing investment portfolio
Andrew Taylor

The Coronavirus Market Sell-Off, Your Portfolio and More

OJM Wealth Advisor Andrew Taylor, CFP® discusses this week's sharp decline in U.S. and the…