adam braunscheidel team member page portrait

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

cover of medical economics september 2021 issue
Doctors

Inflation Survival Guide

Inflation is on the rise again. Consumer prices rise again in July, and the all-item…
Monthly Investment Commentary

A September Slump & The Global Equity Bull Market

A September slump put a pause on the global equity bull market. The S&P 500…
financial advisor reviewing options
Adam Braunscheidel

Tax-Loss Harvesting

As we approach year end, many investors inquire about ways to reduce their tax obligations…