For Physicians

For nearly two decades, OJM Group has helped physicians across the U.S. with the financial challenges they face as individuals, employees and medical practice owners.

Regardless of your medical specialty, you likely want to reduce taxes, protect personal and practice assets, invest wisely and build wealth for retirement. We can help!

OJM Group has presented to the following physician organizations:

  • American Academy of Aesthetic Medicine
  • American Academy of Cosmetic Surgery
  • American Academy of Dermatology
  • American Academy of Facial Plastic and Reconstructive Surgery
  • American Academy of Ophthalmology
  • American Academy of Orthopaedic Surgeons
  • American Alliance of Orthopaedic Executives
  • American Association of Neurological Surgeons
  • American College of Mohs Surgery
  • American Educational Institute
  • American Orthopaedic Association
  • American Society of Aesthetic Plastic Surgery
  • American Society of Ophthalmic Plastic & Reconstructive Surgery
  • American Society of Plastic Surgeons
  • International College of Surgeons
  • Innovative Techniques: Knee, Hip and Shoulder Meeting
  • Orthopaedic Summit: Evolving Techniques
  • Practical Radiology
  • The Aesthetic Show
  • Virtual Radiology
  • Vistage
  • Women in Ophthalmology

*Partial List

*It is not known if the organizations listed endorse OJM Group or the advisory services they provide.

OJM Group provides original content to medical societies and associations:

banner image highlighting podcast guest Dr. Peter Staats
Wealth Planning for the Modern Physician Podcast

From Academia to Innovation (Part 2)

In Part 2 of the conversation with Dr. Peter Staats, the discussion expands beyond clinical…
banner image highlighting podcast guest Dr. David Koronkiewicz
Wealth Planning for the Modern Physician Podcast

Peer Review, Workplace Violence, and Protecting Your Career

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
U.S. Capitol building dome where the OBBBA was voted on
Doctors

Key Tax Provisions of the OBBBA

WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…
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physicians wealth planning podcast logo

Hosted by OJM Group Principal, David B. Mandell, JD, MBA, Wealth Planning for the Modern Physician, The Podcast, focuses on the wealth planning concerns that today’s physicians encounter.

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wealth planning for the modern physician book cover

Our most recent book, Wealth Planning for the Modern Physician, focuses on a physician’s financial journey from residency to retirement. Get your free print or ebook copy today!

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