What We Do

OJM Group offers a broad scope of solutions for physicians, individual investors, business owners, and entrepreneurs.

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

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Playbook

Strategy #7 | Practice Management Planning

Author and OJM Group Partner, David Mandell, JD, MBA introduces the 7th strategy, Practice Management,…

PODCASTS

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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…