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

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Monthly Investment Commentary

Inflation Concerns Escalate as Global Equities Surge

Market Recap Equities around the globe continued to surge in the second quarter. The U.S.…

VIDEOS

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Webcasts

Cash Savings Alternative

OJM Group's Michael Lewellen, CFP® discusses an alternative to traditional cash savings methods that can generate…

PODCASTS

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Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…