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

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Bob Peelman

Monthly Market Update for May 2020

We noted in our first quarter commentary that the speed of the market drop in…
Bob Peelman

Market Update: First Quarter Key Takeaways

The first quarter of 2020 has been an unprecedented period in U.S. financial market history…
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Current Thoughts on Coronavirus and Market Volatility

The coronavirus outbreak is still progressing, and its full health and economic impacts are clearly not yet apparent. We expect to have…