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

American flag with vote pins laying on top
Bob Peelman

Investing Through an Election

Each time a U.S. presidential election approaches, we revisit our views about its impact on…

VIDEOS

interest rates in newspaper
Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

 OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…

PODCASTS

municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…