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

Financial Advisor and Client
Andrew Taylor

Q&A Session: The Value of a Professional Advisor and How to Choose One

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the wealth management options available to…
Financial symbols and bull stand for success in the stock market
Bob Peelman

Bull Market Reaches 10th Anniversary

U.S. stocks continued their strong start to 2019. In February, larger-cap and smaller-cap stocks gained…
stock pie chart
Andrew Taylor

Are Municipal Bonds Right for Your Portfolio?

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