Individuals & Families

As our clients accumulate wealth, their needs, challenges, and the advice they require often increase in complexity.

As a multidisciplinary firm, OJM can integrate investment management services with a client’s overall wealth plan by providing access to our team of specialists with expertise in asset protection, tax reduction, corporate structure, and benefit planning.

As part of our fiduciary duty, OJM offers investors:

TAILORED ADVICE

  • Understanding of each client’s unique situation
  • Frequent interaction and communication
  • Customized strategy determined by each client’s risk tolerance, time horizon and financial goals

TRANSPARENT FEE STRUCTURE

  • Fee based on percentage of assets managed
  • Alignment of firm’s goals with those of our clients

SAFEGUARDING OF ASSETS

  • Assets held by institutional custodians (Charles Schwab, TD Ameritrade)
  • Independence from any third-party firm or investment product
  • Seamless connection to clients’ portfolios to facilitate reporting and transactions

INSTITUTIONAL APPROACH

  • Minimized effect of market volatility
  • Tailored blend of wealth management strategies

ARTICLES

financial advisor drawing market diagram
Monthly Investment Commentary

Expectations for Post-Pandemic Economy Drive Market Performance

Market Recap Global stocks continued to power upward this quarter from their pandemic bear market…

VIDEOS

older person in long-term care
Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CPF® discusses the cost of Long Term Care Insurance for physicians,…

PODCASTS

inflation word art
Andrew Taylor

Inflation and Your Investments

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