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BOB PEELMAN CFP®

DIRECTOR OF WEALTH ADVISORS, PARTNER

Bob Peelman is an experienced wealth advisor and financial consultant who has worked with individuals, families, endowments, and foundations for more than 16 years. Prior to joining OJM in 2010, Bob was a financial advisor with Morgan Stanley Wealth Management.

Bob is a contributing author of the financial resource Wealth Management Made Simple and co-author of more than a dozen articles on investing, retirement planning, and other financial topics. He has also presented numerous lectures, webcasts, and podcasts for regional and national groups.

Bob serves as a board member for DCCH Center for Children and Families and is a member of Leadership Northern Kentucky.

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

Q4 Market Recap and Outlook for 2021

The past year was tragic and turbulent in many ways.  We remain amid a global…
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Monthly Investment Commentary

December 2020 Market Update

Equity markets around the world notched one of their best months ever in November. Large-cap…
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Bob Peelman

Backdoor Roth IRA Strategy

Tax diversification is a planning concept that we stress in our books, and in our…