Client Login


2019 fourth quarter market performance
Bob Peelman

2019 Fourth Quarter Market Performance

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


Taking Care of Mom and Dad

Taking Care of Mom and Dad: A Long Term Care Planning Solution

OJM Group Director of Financial Planning Michael Lewellen discusses a planning solution that can help…


financial advisor working with client
Andrew Taylor

How the SECURE Act May Affect Your Retirement Accounts

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