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

Bob Peelman

Current Thoughts on Coronavirus and Market Volatility

The coronavirus outbreak is still progressing, and its full health and economic impacts are clearly not yet apparent. We expect to have…
reviewing investment portfolio
Andrew Taylor

The Coronavirus Market Sell-Off, Your Portfolio and More

OJM Wealth Advisor Andrew Taylor, CFP® discusses this week's sharp decline in U.S. and the…
chess strategy
Webcasts

Financial Strategies for Retirement

In our webcast for February 2020, OJM Group Partner and Wealth Advisor, Andrew Taylor, CFP®,…