Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

OJM Group is a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.

ARTICLES

Image showing piggy bank and books for what you need to know if you inherit an ira
David Mandell

What You Need To Know if You May Inherit an IRA

As baby boomers age into their 70’s and 80’s, it is estimated that over $84…

VIDEOS

financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…

PODCASTS

banner image for podcast episode with dr. brian cole
Wealth Planning for the Modern Physician Podcast

Insights from A Surgeon, Team Physician & Entrepreneur

Watch or listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole.…