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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

computer with stock charts
Monthly Investment Commentary

September Market Update

After a summer rally, both stocks and bonds fell in August US equities dropped 4%…
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Adam Braunscheidel

Six Financial Actions to Take in Uncertain Times

During a volatile market environment like we find ourselves in today, or the steep market…
image showing stocks going up
Monthly Investment Commentary

US Stocks and Bonds Post Best Month of 2022

US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained…