Wealth Advisor Adam Braunscheidel, CFP®

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

image showing man drawing diagram related to february market resilience
Monthly Investment Commentary

January Market Resilience and Realignment

The calendar year changed but momentum for U.S. large-cap growth stocks continued into January Developed…
Image showing financial report focusing on interest rates, inflation and the possibility of recession
Monthly Investment Commentary

Inflation, Interest Rates, and Market Rallies

What a difference a year makes. In 2022, high inflation and the Fed’s commitment to…
banner image for episode 4.8 of the wealth planning for the modern physician podcast
Wealth Planning for the Modern Physician Podcast

Hot Topics in Wealth Management For 2024

Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel,…