Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.


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Monthly Investment Commentary

Global Equities Rise as Economy Remains Resilient

Global equities rose in April amid regional banking stress and worsening leading economic indicators Despite…


physician financial advisor looking at tax issues

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…


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Wealth Planning for the Modern Physician Podcast

Season 3 Recap: An Executive Summary

In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes…