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.


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…


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…


banner image for physicians wealth podcast with guests dr. sanjeev bhatia and dr. matthew provencher
Wealth Planning for the Modern Physician Podcast

Strategically Evaluate & Negotiate Potential Jobs

In this episode, David welcomes back two guests from earlier seasons—orthopaedic surgeons Dr. Sanjeev Bhatia…