Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

OJM Group is a multidisciplinary wealth management firm. Our partners and team members have worked with hundreds of physicians and high-net-worth clients across the U.S., and have authored more than 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

Doctor in a white coat putting a coin in a piggybank
David Mandell

The Beginner’s Guide to Investing for Doctors

You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Strategy #6 | Retirement Planning

OJM Group Wealth Advisor and Partner, Andrew Taylor, CFP, introduces the 6th strategy, Retirement Planning,…

PODCASTS

Banner for Season 4 recap of the Wealth Planning for the Modern Physician Podcast
Wealth Planning for the Modern Physician Podcast

Highlights & Insights: Recapping the Episodes of Season 4

In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18…