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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
Certified Financial Planner™


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Andrew Taylor

Asset Protection Planning

As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
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Monthly Investment Commentary

Fourth Quarter Gains End Challenging Year for Markets

While it was a challenging year for markets, we did see a nice fourth quarter…
person reviewing investments on laptop
Monthly Investment Commentary

Hopes for Slowing Interest Rate Increases Fuel November Market Rally

Equity markets surged in November with emerging-market equities outperforming their developed market counterparts The prospect…