andrew taylor team member page portrait



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™


pen laying on stock reports
Monthly Investment Commentary

October Market Downturn and The Fed’s Decision

The S&P 500 fell for the third straight month—falling more than 10% from its summer…
advisor working with client to reduce taxes on investments
Andrew Taylor

Proactive Planning Can Reduce Taxes on Investments

This article offers six strategies to reduce taxes on investments, that could save you thousands…
analysts working on stock and finance projections
Monthly Investment Commentary

‘Magnificent Seven’ Power Equity Returns Amid Economic Uncertainty

The S&P 500 reached a 2023 high at the end of July before selling off…