What We Do

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

ARTICLES

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Monthly Investment Commentary

Strong Returns in a Shifting Economic Landscape

It was far from a quiet summer for the financial markets. Markets have been volatile…

VIDEOS

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Playbook

Strategy #7 | Practice Management Planning

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

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Election Season & Your Portfolio with Andrew Taylor, CFP

In this special episode tied timed to release before the upcoming U.S. elections, host David…