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ADAM BRAUNSCHEIDEL CFP®

WEALTH ADVISOR, PARTNER

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)

Certified Financial Planner™

Bloomberg Equity Certification

RECENT ARTICLES, VIDEOS & PODCASTS

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Monthly Investment Commentary

Fed Policy, Strong Earnings, and Shifting Momentum

Investors are navigating a demanding environment, where forces are pulling in opposite directions. Equity markets…
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Monthly Investment Commentary

AI and Big Tech Drive U.S. Equities to Record Highs

Throughout August investors were faced with mixed economic data and a steady stream of political…
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Monthly Investment Commentary

Markets Reach New Highs Amid Tariff and Fed Uncertainty

July was an eventful month for markets, as investors balanced encouraging economic data with uncertainty.…