Solutions

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

INVESTMENT MANAGEMENT

CONSULTING

INSURANCE

BENEFIT PLANNING

ARTICLES

David Mandell

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…

VIDEOS

Advisor Advantage
Webcasts

The Advisor Advantage: 7 Benefits Your Advisor Should Bring to Your Portfolio

Do you have the "advisor advantage?" In this video, OJM Director of Wealth Advisors Bob…

PODCASTS

Disability Insurance
Jason O'Dell

Q&A Session: The Importance of Disability Insurance

OJM Group partner Jason O’Dell discusses the importance of disability insurance for physicians and other…