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

examining stock market
Bob Peelman

September 2019 Monthly Market Update

August was a choppy month for stocks. Half of the 22 trading days of the…
August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…
college graduation
Webcasts

Education Funding Essentials: A Back-to-School Briefing

OJM Wealth Advisor Andrew Taylor provides a back-to-school briefing on options for funding the rapidly…