What We Do

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


pen stock charts and inflation
Monthly Investment Commentary

Stubborn Inflation Drives Market Volatility

Equity markets exhibited volatility during April—as the S&P 500 lost ground for the first time…


stop watch on a table

Retirement Planning Updates

With markets at an all-time high, many investors may seek strategies that try to “time…


Banner image for podcast episode featuring Dr. Butch Ferguson
Wealth Planning for the Modern Physician Podcast

Lessons from A Career in Military/Academic Oral Surgery… and Retirement

In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral…