Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

OJM Group is 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

Image showing piggy bank and books for what you need to know if you inherit an ira
David Mandell

What You Need To Know if You May Inherit an IRA

As baby boomers age into their 70’s and 80’s, it is estimated that over $84…

VIDEOS

financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…

PODCASTS

Banner for physicians wealth podcast episode on healthcare mergers and acquisitions
Wealth Planning for the Modern Physician Podcast

A Deep Dive into Medical Practice Mergers and Acquisitions (Part 2)

In the second part of the podcast, host David Mandell continues his conversation with investment…