What We Do

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

ARTICLES

financial advisor reviewing options
Adam Braunscheidel

Tax-Loss Harvesting

As we approach year end, many investors inquire about ways to reduce their tax obligations…

VIDEOS

financial advisor looking at charts
Webcasts

Cash Savings Alternative

OJM Group's Michael Lewellen, CFP® discusses an alternative to traditional cash savings methods that can generate…

PODCASTS

2021 on stock ticker
Bob Peelman

Outlook for Your Portfolio in 2021

OJM Group · 2020 Market Recap and Outlook for Your Portfolio in 2021 OJM Investment…