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ADAM BRAUNSCHEIDEL CFP®

WEALTH ADVISOR

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

looking at stocks on laptop
Monthly Investment Commentary

Fourth Quarter Gains End Challenging Year for Markets

While it was a challenging year for markets, we did see a nice fourth quarter…
person reviewing investments on laptop
Monthly Investment Commentary

Hopes for Slowing Interest Rate Increases Fuel November Market Rally

Equity markets surged in November with emerging-market equities outperforming their developed market counterparts The prospect…
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Monthly Investment Commentary

November Market Update: US Stocks Surge Following Recent Losses

Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher…