What We Do

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

ARTICLES

image showing money, balances and charts for cash balance plan
Jason O'Dell

Cash Balance Plans in 2025

Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Strategy #7 | Practice Management Planning

Author and OJM Group Partner, David Mandell, JD, MBA introduces the 7th strategy, Practice Management,…

PODCASTS

banner image highlighting podcast guest Bob Goettling
Wealth Planning for the Modern Physician Podcast

ESOPs for Doctors

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…