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

May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…

VIDEOS

team working together
Webcasts

Market Volatility in Retirement

In our February webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the…

PODCASTS

First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…