Wealth Advisor Andrew Taylor, CFP®



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
Certified Financial Planner™


Image showing bull market with stock chart S&P 500 and Nvidia
Monthly Investment Commentary

Markets Surge to New All-Time Highs in February

After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level…
image showing man drawing diagram related to february market resilience
Monthly Investment Commentary

January Market Resilience and Realignment

The calendar year changed but momentum for U.S. large-cap growth stocks continued into January Developed…
Image showing financial report focusing on interest rates, inflation and the possibility of recession
Monthly Investment Commentary

Inflation, Interest Rates, and Market Rallies

What a difference a year makes. In 2022, high inflation and the Fed’s commitment to…