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 trends ipad
Bob Peelman

Stock Market Volatility Leads to Losses Across Most Asset Classes

Across the board, it was an extremely difficult year to make money in the financial markets.…

VIDEOS

Webcasts

Protecting Your Family’s Wealth in the Last Years of Life

In our September 2018 on-demand webcast OJM Director of Financial Planning Michael Lewellen, CFP, discusses…

PODCASTS

calculator tax form
Carole Foos

Year End Tax Tips

In our latest podcast channel, OJM Principal OJM Principal Carole Foos, CPA reminds taxpayers that…