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

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Monthly Investment Commentary

Global Equities Rise as Economy Remains Resilient

Global equities rose in April amid regional banking stress and worsening leading economic indicators Despite…
reviewing q1 2023 market recap
Monthly Investment Commentary

Markets Post Solid Returns to End Q1

Despite the stress in the banking system, including the failure of Silicon Valley Bank, global…
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Bob Peelman

Silicon Valley Bank Collapse

OJM partners and advisors received several questions related to the failure of Silicon Valley Bank…