andrew taylor team member page portrait

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

Monthly Investment Commentary

A September Slump & The Global Equity Bull Market

A September slump put a pause on the global equity bull market. The S&P 500…
stock ticker with winning streak
Monthly Investment Commentary

U.S. Stocks Continue 11-Month Winning Streak

Global stocks churned 2.5% higher in August. The MSCI ACWI Index has had positive gains…
financial advisors review emerging markets in portfolio
Monthly Investment Commentary

U.S. Markets Continue Rise Despite Drop in Emerging Markets

Developed equity markets continued to rise during July. U.S. stocks led the way with a…