What We Do

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


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Monthly Investment Commentary

January Market Resilience and Realignment

The calendar year changed but momentum for U.S. large-cap growth stocks continued into January Developed…


physician financial advisor looking at tax issues

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…


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Wealth Planning for the Modern Physician Podcast

A Deep Dive into Medical Practice Mergers and Acquisitions (Part 2)

In the second part of the podcast, host David Mandell continues his conversation with investment…