Wealth Advisor Andrew Taylor, CFP®

ANDREW TAYLOR CFP®

WEALTH ADVISOR, PARTNER

Andrew Taylor is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for high-net worth clients and their families. He joined OJM Group in 2012, following more than 15 years in the financial services industry with Charles Schwab & Co. and Fidelity Investments.

Andrew is a contributing author of the financial resource Wealth Management Made Simple and co-author of numerous articles on a broad scope of financial topics. He has also presented lectures, webcasts, and podcasts on investing, retirement planning, and market analysis.

Andrew is a member of the Financial Planning Association of Southwestern Ohio.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES, VIDEOS & PODCASTS

image showing us treasury bonds with a pencil and glasses
David Mandell

Understanding Bonds: Do They Belong in Your Portfolio?

Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
image showing someone examining market charts and analytics
Monthly Investment Commentary

April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question

For the month of April, the S&P 500 ended down just under 1%, masking wild…
image depicting trade war showing trucks, ships, ports
Monthly Investment Commentary

Tariffs & Trade Policy Inject Dose of Uncertainty Into Financial Markets

In the first quarter of 2025, the global stock market exhibited wide-ranging performances across regions…