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

Market Update: First Quarter Key Takeaways

The first quarter of 2020 has been an unprecedented period in U.S. financial market history…

VIDEOS

U.S. Capitol Building
Webcasts

Details of the CARES Act

In this special presentation,OJM Group Partner, Carole C. Foos, CPA, reviews the Coronavirus Aid, Relief…

PODCASTS

investors working during market downturn
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Coronavirus Market Downturn and Your Portfolio: Adding to U.S. Stocks

In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update…