What We Do

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

ARTICLES

Image showing piggy bank and books for what you need to know if you inherit an ira
David Mandell

What You Need To Know if You May Inherit an IRA

As baby boomers age into their 70’s and 80’s, it is estimated that over $84…

VIDEOS

physician financial advisor looking at tax issues
Webcasts

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…

PODCASTS

Banner image for podcast episode featuring Mary Kathryn Williamson, CPA and Chelsea Dorfeld, CPA
Wealth Planning for the Modern Physician Podcast

Know Your Numbers

In episode 4.15, host David Mandell chats with Mary Kathryn Williamson, CPA and Chelsea Dorfeld,…