Our Vision is to provide you evolving, well-coordinated wealth management services that fit your needs. We want to be your Financial Quarterback—your first call when you have a question concerning any financial matter. We will be an advocate for you who works to develop, implement and maintain your plan to support all aspects of your financial well-being.

We are strongly committed to the idea that collaboration among various disciplines is fundamental to finding solutions for your financial challenges. To achieve our Vision, we live and work by the following Values to help our clients build and preserve their wealth.

Integrity: We take great pride in treating our clients like family.  We take seriously our fiduciary duty and recognize that trust is imperative. The people of OJM fully appreciate the gravity of our advisory role. We strive to provide the highest levels of security, compliance, privacy and confidentiality for all our clients.

Collaboration: To deliver superior advice in today’s complex environment, collaboration between advisors is essential.  We built OJM Group to function as a multidisciplinary practice whose professionals work together as a team.  We work together and with outside advisors to ensure your needs are met.

Expertise: People come to us because of the knowledge and experience of our team members; led by our principals, who have written over 10 books in the past 15 years.  OJM Group’s commitment to ongoing education ensures that we deliver ever-increasing value to our clients.

Service: We are in a service profession. As such, we are dedicated to outstanding client service.  From administrative staff to advisors and firm principals, all OJM Group team members strive to be timely, thorough and courteous at all times.

Through our Values we work with you to manage, grow and protect your wealth to help you meet your financial goals and worry less about your financial future. Contact us to learn more about how we can help you.



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!


Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.