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

Bob Peelman

October 2020 Market Update

Q3 Key Takeaways Despite some choppiness in September, the S&P 500 Index rose 8.9% during…

VIDEOS

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Webcasts

Reopening Your Practice

Taking a look at the financial side of reopening your practice during COVID-19? In our…

PODCASTS

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Bob Peelman

Why is the Market Going Up?

OJM Group · Why Are the Markets Going Up When Economic News Looks Grim? In…