andrew taylor team member page portrait

ANDREW TAYLOR CFP®

WEALTH ADVISOR

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

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Andrew Taylor

Are Municipal Bonds Right for Your Portfolio?

In our latest podcast, OJM Wealth Advisor Andrew Taylor discusses the effects of the new…
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Bob Peelman

Markets Rally for Strong 2019 Start

Equity markets around the world rallied in January following a December that was one of…
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David Mandell

Three Strategies to Implement for a Retirement-Ready Future

An effective retirement plan cannot simply be established at the start of one’s career and…