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

computer with stock charts
Monthly Investment Commentary

September Market Update

After a summer rally, both stocks and bonds fell in August US equities dropped 4%…
image showing stocks going up
Monthly Investment Commentary

US Stocks and Bonds Post Best Month of 2022

US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained…
financial investors working
Monthly Investment Commentary

Q2 Market Recap and Portfolio Update

It has been a difficult year in the markets, with equity markets down more than…