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

reviewing stock trends ipad
Bob Peelman

Stock Market Volatility Leads to Losses Across Most Asset Classes

Across the board, it was an extremely difficult year to make money in the financial markets.…

VIDEOS

american flag and 1040 tax form
Webcasts

Fourth Quarter Tax Tips

As we approach the end of the year, OJM Group reminds taxpayers that their 2018 tax…

PODCASTS

stock chart on laptop
Bob Peelman

A Continued Global Diversification Strategy Encouraged for 2019

In our latest podcast, Director of Wealth Advisors, Bob Peelman, CFP®, recaps last year's market…