Adam Braunscheidel is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for OJM Group clients. His responsibilities also include investment research and market analysis for the firm.
Adam joined OJM in 2009 and is a contributing author of the book Wealth Management Made Simple. He is also a co-author of numerous articles and has presented webcasts and podcasts on investing, retirement planning, and other financial topics.
Adam serves on the Young Professionals Board and Planned Giving Committee of the Children’s Home of Cincinnati. He also mentors underprivileged youth through a local organization called Villedge.
Education and Professional Designations
Xavier University
BS in Business Administration
(Finance)
Xavier University
BS in Business Administration
(Finance)
Certified Financial Planner™
Bloomberg Equity Certification
Elevated Valuations, Enduring Growth