OJM Group is now part of Earned!

We’re proud to join Earned and offer even more comprehensive, tax-smart wealth building solutions to our clients. Read the press release here.

Helping physicians build and protect their wealth for more than 25 years.

 

Have you read our newest books written by the OJM team?

Wealth Planning for the Modern Physician and Wealth Management Made Simple.

 

Is your investment portfolio built to withstand today’s market volatility?

 

Does your financial plan cover all the bases?

 

Do you have the right team to help you reach your long-term financial goals?

 
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Financial Planners for Physicians

EMPOWERING PHYSICIANS WITH EXPERT FINANCIAL PLANNING

At OJM Group, we help improve your life by easing your anxieties about your financial present and future.

Our entire firm is dedicated to the achievement of one goal:

Helping our clients build and preserve their wealth, while reducing taxes.

Our Books

WRITTEN BY THE PRINCIPLES & TEAM AT OJM GROUP

Our Latest Content

CREATED BY THE TEAM AT OJM GROUP

reviewing investment charts and market performance on a laptop
Monthly Investment Commentary

Elevated Valuations, Enduring Growth

In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%.…
View Articles
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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…
View Videos
banner image highlighting podcast guest Dr. Peter Staats
Wealth Planning for the Modern Physician Podcast

From Academia to Innovation (Part 1)

In part one of this two‑part conversation, Dr. Peter Staats shares the formative experiences that…
Listen to Podcasts

Interested in learning more about OJM Group? Schedule a free consultation with us where we can discuss your needs and goals to determine if OJM may be a good fit for your situation.

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Who We Are

LEARN MORE ABOUT OJM GROUP