Our History

For more than two decades, OJM Group principals and team members have worked with clients nationwide to provide multidisciplinary wealth management solutions.

Along the way, we have authored numerous financial resources for physicians, business owners and individual investors, and our team members have been recognized for excellence in their areas of expertise.

1994

The O’Dell Group, LLC is formed in Ohio by Jason O’Dell.

1996

The Law Offices of David B. Mandell, PC is formed in New York and California.

1998

David Mandell and Dr. Charles Mandell author the first edition of the Category I CME Monograph, Risk Management for the Practicing Physician.

2001

The second edition of Risk Management for the Practicing Physician is released.

2002

Jason O’Dell is recognized for the first of 10 times by Medical Economics as one of “The 150 Best Financial Advisors for Physicians.”

2004

The third edition of Risk Management for the Practicing Physician is released.

2007

  • OJM Group, LLC is formed in Ohio.
  • Members of OJM Group write For Doctors Only: A Guide to Working Less and Building More.
  • The fourth edition of Risk Management for the Practicing Physician is released.

2008

OJM Group opens its Florida office.

2009

OJM Group opens its Arizona office.

2010

The fifth edition of Risk Management for the Practicing Physician is released.

2013

  • Members of OJM Group, along with client Dr. Peter Millett, co-author Wealth Protection for Orthopedic Surgeons and Sports Medicine Specialists.
  • The sixth edition of Risk Management for the Practicing Physician is released.

2015

Members of OJM Group, along with client Dr. David Goldberg, co-author Wealth Protection for Dermatologists.

2016

The seventh edition of Risk Management for the Practicing Physician is released.

2017

  • OJM Group ranked in the “Top Wealth Advisors in Ohio” by Advisory HQ.
  • Members of OJM Group write Wealth Management Made Simple.