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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
CORPORATE &
PERSONAL PLANNING
INSURANCE
BENEFIT PLANNING
FOR PHYSICIANS
ARTICLES
Monthly Investment Commentary
Strong Returns in a Shifting Economic Landscape
It was far from a quiet summer for the financial markets. Markets have been volatile…
VIDEOS
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
Election Season & Your Portfolio with Andrew Taylor, CFP
In this special episode tied timed to release before the upcoming U.S. elections, host David…
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Strong Returns in a Shifting Economic Landscape