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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
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PERSONAL PLANNING
INSURANCE
BENEFIT PLANNING
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ARTICLES
Bob Peelman
Emergency Funds
RANKING THE BEST SOURCES & UNDERSTANDING THEIR ROLE IN FINANCIAL PLANNING An emergency fund is…
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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
Wealth Planning for the Modern Physician Podcast
The Journey from Pediatrics to Scrub Sisters
In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
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