People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth.

After working with over 1,000 clients across the country, we have learned that most people have common concerns about their financial present and future.

  • Do I have enough money?
  • Can I save on my taxes?
  • Will I have enough to retire when I want to?
  • Are my assets protected from potential liabilities?
  • Do I know how much money I need to live the lifestyle I want in retirement?
  • Can I afford to fund my children’s education?
  • Can I afford to help take care of my parents as they get older?
  • Can I give more time and money to a cause I am passionate about?
  • When will I be able to work when I want to (rather than needing to work a fixed/full schedule)?

The answers to these questions are different for each person. Money and finances are emotional topics. We work to help you take some of the emotion out of the equation so you can plan objectively.



Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification.

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!


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