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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
Tax Planning
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
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
Insights on Bridging Medicine and Business with Consultant Jessica Jones
Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David…
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