Wealth Advisor Adam Braunscheidel, CFP®

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

image showing market investment charts
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.…
Monthly Investment Commentary

Tariffs, Tech, and Treasury Yields

In the second quarter of 2025, global markets faced a complex mix of encouraging economic…
image showing review of stock portfolio
Monthly Investment Commentary

Equity Markets Rebound in May

U.S. equity markets rebounded in May, with the S&P 500 gaining 6.3%, its strongest May…