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

Q1 - 2019 Market Outlook
Bob Peelman

April Market Outlook

The obvious question after experiencing such a rebound is, what’s next? It’s easy to be…

VIDEOS

stock chart and magnifying glass
Webcasts

2019 Market Outlook

After a difficult 4th Quarter in 2018, what does the new year hold for the…

PODCASTS

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Andrew Taylor

Are Municipal Bonds Right for Your Portfolio?

In our latest podcast, OJM Wealth Advisor Andrew Taylor discusses the effects of the new…