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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

Inflation Concerns Escalate as Global Equities Surge

Market Recap Equities around the globe continued to surge in the second quarter. The U.S.…
stock chart over skyline
Monthly Investment Commentary

STRONG GLOBAL ECONOMIC RECOVERY EXPECTED AS COVID VACCINATIONS SPREAD

Despite the longstanding market adage “Sell in May and go away,” global stock markets continued…
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David Mandell

How to Protect Your Home and Home Equity From Liability

Along with retirement and personal investment accounts, the family home (and its equity) is often…