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.

TEAM

VISION & VALUES

HISTORY

OJM IN THE MEDIA

ARTICLES

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Adam Braunscheidel

Six Financial Actions to Take in Uncertain Times

During a volatile market environment like we find ourselves in today, or the steep market…

VIDEOS

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Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

All Things Real Estate

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