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

opportunity zones
Bob Peelman

Opportunity Zones: Are They a Tax-Saving Opportunity for You?

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity…
Bob Peelman

June 2019 Monthly Market Update

Concerns around a trade war between the U.S. and China took center stage again last…
May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…