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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

Expectations for Post-Pandemic Economy Drive Market Performance

Market Recap Global stocks continued to power upward this quarter from their pandemic bear market…
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Monthly Investment Commentary

Rising Interest Rates Spark Volatility

Equity markets started the month of February on strong footing with a 6% gain in…
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Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…