Vision & Values

Our Vision is to provide you with evolving, well-coordinated wealth management services tailored to your unique needs.

We will be your advocate as we work with you to develop, implement, and maintain a dynamic plan with the flexibility to adapt to changes in your career, family life, and retirement goals.

To achieve our Vision, we incorporate the following Values in our work to help you build and preserve your wealth.

INTEGRITY

We take seriously our fiduciary duty and recognize that trust is imperative. The people of OJM fully appreciate the gravity of our advisory role. We strive to provide our clients with the highest levels of security, compliance, privacy, and confidentiality.

COLLABORATION

The close collaboration of advisors from a variety of disciplines is fundamental to finding solutions for your financial challenges in today’s complex environment. OJM Group is a multidisciplinary practice whose professionals work together as a team. We can also work in conjunction with your existing advisors toward the common goal of implementing solutions that are in your best interest.

EXPERTISE

Many people choose to work with OJM Group because of the knowledge and experience of our team members, led by our principals who have written over 10 books in the past 15 years. OJM Group’s commitment to ongoing education ensures that we deliver ever-increasing value to our clients.

SERVICE

We are dedicated to outstanding client service. From firm principals and advisors to administrative staff, all OJM team members strive to be responsive, thorough, and courteous at all times.

ARTICLES

Bob Peelman

Yield Curve Inversions Explained

“Yield curve inversion” has been in the news lately. You may be wondering exactly what…

VIDEOS

Tax Planning for the Uber Wealthy
Webcasts

Tax Planning for the Uber Wealthy

Do the ultra-wealthy pay lower taxes than you do? OJM Partner, Carole Foos, answers this…

PODCASTS

Tech Savvy Investing
Andrew Taylor

Tax-Savvy Investment Planning: Essential for High-Income Investors

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different…