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

stock market quarterly report q2 2020
Bob Peelman

July Market Update and Key Takeaways From Q2

For most of the second quarter, financial markets seemed to defy grim economic news, the…
global stock abstract
Bob Peelman

June 2020 Stock Market Update

Stock markets continued their climb higher in May, adding to their strong returns in April.…
abstract market graphic
Bob Peelman

Monthly Market Update for May 2020

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