What We Do

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


advisor working with client to reduce taxes on investments
Andrew Taylor

Proactive Planning Can Reduce Taxes on Investments

This article offers six strategies to reduce taxes on investments, that could save you thousands…


financial planning for physicians

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…


banner image for physicians wealth podcast with guests dr. sanjeev bhatia and dr. matthew provencher
Wealth Planning for the Modern Physician Podcast

Strategically Evaluate & Negotiate Potential Jobs

In this episode, David welcomes back two guests from earlier seasons—orthopaedic surgeons Dr. Sanjeev Bhatia…