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

stock market update reviewing stock charts
Bob Peelman

November 2019 Monthly Stock Market Update

October was a good month for risky assets. Global stocks (as measured by the MSCI…
Tech Savvy Investing
Andrew Taylor

Tax-Savvy Investment Planning: Essential for High-Income Investors

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different…
Bob Peelman

Global Uncertainty Causes Choppy Third Quarter

Third Quarter Key Takeaways The third quarter of 2019 was a choppy one for financial…