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

Financial symbols and bull stand for success in the stock market
Bob Peelman

Bull Market Reaches 10th Anniversary

U.S. stocks continued their strong start to 2019. In February, larger-cap and smaller-cap stocks gained…

VIDEOS

stock chart and magnifying glass
Webcasts

2019 Market Outlook

After a difficult 4th Quarter in 2018, what does the new year hold for the…

PODCASTS

Financial Advisor and Client
Andrew Taylor

Q&A Session: The Value of a Professional Advisor and How to Choose One

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the wealth management options available to…