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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

Why Are Bonds Losing Money?

WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…
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Monthly Investment Commentary

Equity and Fixed Income Markets Post Losses as U.S. Dollar Strengthens

The Month at a Glance Both equities and fixed income posted large losses for the…
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Monthly Investment Commentary

Q1 2022 Market Recap & Portfolio Update

The biggest macro event of the first quarter is Russia’s brutal invasion of Ukraine. While…