What We Do

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

ARTICLES

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Monthly Investment Commentary

April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question

For the month of April, the S&P 500 ended down just under 1%, masking wild…

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

HIGHLIGHTS OF SEASON 5

In this final episode of Season 5, host David Mandell recaps the season’s key themes…