Consulting

With a multidisciplinary approach to the achievement of your financial goals, OJM Group’s consulting division is exceptional 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 perspectives and expertise 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

stock market web portal
Bob Peelman

September 2020 Market Update

After the sharp drawdown in February and March, equities have posted gains for five straight…

VIDEOS

american flag with money
Webcasts

So, You Got A PPP Loan… Now What?

As a part of the CARES Act passed by Congress in response to the COVID-19…

PODCASTS

municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…