Resources

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.

ARTICLES

doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…

VIDEOS

banner image for adam braunscheidel presentation on health savings accounts tax advantages
Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…

PODCASTS

Banner image for podcast episode featuring Mary Kathryn Williamson, CPA and Chelsea Dorfeld, CPA
Wealth Planning for the Modern Physician Podcast

Know Your Numbers

In episode 4.15, host David Mandell chats with Mary Kathryn Williamson, CPA and Chelsea Dorfeld,…