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

stock ticker with winning streak
Monthly Investment Commentary

U.S. Stocks Continue 11-Month Winning Streak

Global stocks churned 2.5% higher in August. The MSCI ACWI Index has had positive gains…

VIDEOS

older person in long-term care
Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CPF® discusses the cost of Long Term Care Insurance for physicians,…

PODCASTS

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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…