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

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Carole Foos

Tax Reduction Opportunity for Medical Practices

As most readers are certainly aware, the Tax Cuts and Jobs Act (TCJA), passed in…

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

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Wealth Planning for the Modern Physician Podcast

Loans for Physicians, From Physicians

In this episode, David is joined by Dr. Zwade Marshall, an Anesthesiologist & Pain Medicine…