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

nice midwest home
Bob Peelman

Should I Buy a Home or Rent?

The question of whether to purchase or rent a home is a hot topic within…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Strategy #6 | Retirement Planning

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

PODCASTS

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley: Part 2
Wealth Planning for the Modern Physician Podcast

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)

In part two of this interview, Dr. Jay Foley shares how his snowboarding injury led…