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.


image showing bond indices as we consider bonds vs cash
Andrew Taylor

Bonds vs Cash

“Why should I be investing in bonds when I can earn more than 5% on…


financial planning for physicians

Non-Qualified Plans

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


Banner image for podcast episode featuring Mary Kathryn Williamson, CPA and Chelsea Dorfeld, CPA
Wealth Planning for the Modern Physician Podcast

Know Your Numbers

In episode 4.15, host David Mandell chats with Mary Kathryn Williamson, CPA and Chelsea Dorfeld,…