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.


attorney and gavel
Andrew Taylor

Asset Protection Planning

As we kick off 2023, OJM partner David Mandell provides a high-level update on new…


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

Private Practice and Private Investing Insights

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path,…