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

January Market Resilience and Realignment

The calendar year changed but momentum for U.S. large-cap growth stocks continued into January Developed…

VIDEOS

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Webcasts

Tax Update for Physicians

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

PODCASTS

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Wealth Planning for the Modern Physician Podcast

A Deep Dive into Medical Practice Mergers and Acquisitions (Part 2)

In the second part of the podcast, host David Mandell continues his conversation with investment…