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

surviving the coronavirus recession
Articles

A Business’s 8 Step Prescription for Surviving the Coronavirus Recession

OJM is pleased to share the following timely article authored by CPA Crystal Faulkner of…

VIDEOS

chess strategy
Webcasts

Financial Strategies for Retirement

In our webcast for February 2020, OJM Group Partner and Wealth Advisor, Andrew Taylor, CFP®,…

PODCASTS

financial book for doctors
Jason O'Dell

OJM Group Launches New Book for Physicians

OJM Group partners, Jason O'Dell, MS, CWM and Carole Foos, CPA, announce the launch of…