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

reviewing stock graphs
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Why is the Stock Market Going Up When Economic News Looks Grim?

Many of our clients, like investors across the country, are asking this important question: How…

VIDEOS

coping with covid-19 finance and business
David Mandell

COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…

PODCASTS

reviewing cash flow
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Tips to Boost Cash Flow While Navigating COVID-19 Challenges

OJM Group · Tips to Boost Cash Flow While Navigating COVID-19 Challenges Bob Peelman, Director…