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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
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PERSONAL PLANNING
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ARTICLES
David Mandell
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
VIDEOS
Webcasts
Tax Update for Physicians
OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…
PODCASTS
Wealth Planning for the Modern Physician Podcast
Insights from A Surgeon, Team Physician & Entrepreneur
Watch or listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole.…
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