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What We Do
OJM Group offers a broad scope of solutions for physicians, individual investors, business owners, and entrepreneurs.
INVESTMENT MANAGEMENT
CORPORATE &
PERSONAL PLANNING
INSURANCE
BENEFIT PLANNING
FOR PHYSICIANS
ARTICLES
Monthly Investment Commentary
Tariffs, Tech, and Treasury Yields
In the second quarter of 2025, global markets faced a complex mix of encouraging economic…
VIDEOS
Playbook
Strategy #7 | Practice Management Planning
Author and OJM Group Partner, David Mandell, JD, MBA introduces the 7th strategy, Practice Management,…
PODCASTS
Wealth Planning for the Modern Physician Podcast
ESOPs for Doctors
In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
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Tariffs, Tech, and Treasury Yields