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

2019 fourth quarter market performance
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2019 Fourth Quarter Market Performance

Among global equity markets, larger-cap U.S. stocks were once again at the top of the…
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2020 Market Outlook

After a year like 2019, the obvious question looking ahead is how much higher can equities…
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How the SECURE Act May Affect Your Retirement Accounts

OJM Wealth Advisor Andrew Taylor, CFP® provides an overview of the SECURE Act, which delivers…