Consulting

With a multidisciplinary approach to the achievement of your financial goals, OJM Group’s consulting division is truly unique in the industry.

Our clients have found that a close collaboration of advisors from a variety of disciplines is essential in today’s complex environment. OJM’s team includes attorneys, CPAs, MBAs, CFPs, and insurance specialists who contribute their unique perspectives on each client’s challenges and goals.

We have helped some clients with only one or two solutions; for others, we have truly become a financial quarterback, coordinating all areas of their financial life.

OJM’s team reviews a plan you have in place to make certain it can deliver on your expectations, or we can create a dynamic plan tailored to your unique situation and financial goals.

ARTICLES

examining stock market
Bob Peelman

September 2019 Monthly Market Update

August was a choppy month for stocks. Half of the 22 trading days of the…

VIDEOS

Retirement-Plan-Savings
Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how…

PODCASTS

Tariffs and Trade Tensions
Jason O'Dell

Tariffs and Trade Tensions: Background Analysis and Effect on Global Markets

OJM partner Jason O’Dell and Adam Braunscheidel, Wealth Advisor, provide background on the current trade…