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™
University of Kentucky
BS in Business Administration
(Finance)
Certified Financial Planner™
Elevated Valuations, Enduring Growth