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

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David Mandell

How to Protect Your Home and Home Equity From Liability

Along with retirement and personal investment accounts, the family home (and its equity) is often…

VIDEOS

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Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…

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…