Your Financial Quarterback

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

OJM Group is a multidisciplinary wealth management firm. Our partners and team members have worked with hundreds of physicians and high-net-worth clients across the U.S., and have authored more than 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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Life Insurance

The Physician’s Guide to Life Insurance Retirement Plans

Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…

VIDEOS

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Playbook

Strategy #6 | Retirement Planning

OJM Group Wealth Advisor and Partner, Andrew Taylor, CFP, introduces the 6th strategy, Retirement Planning,…

PODCASTS

podcast banner image for episode on 2025 tax planning with carole foos and greg heimkreiter
Wealth Planning for the Modern Physician Podcast

The 2025 Tax Landscape

Listen in or watch as host David Mandell sits down with Carole Foos, CPA from…