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

How We Can Help
 

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

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

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

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Does your financial plan cover all the bases?

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

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INVESTMENT MANAGEMENT

link to OJM's corporate and personal planning information

CORPORATE & PERSONAL PLANNING

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INSURANCE

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BENEFIT PLANNING

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 PRINCIPALS AND TEAM AT OJM GROUP

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

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Doctors

Financial Planning for Physicians

You probably already know that physicians are among the highest-paid professionals in the US. However,…
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VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…
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PODCASTS

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Wealth Planning for the Modern Physician Podcast

Election Season & Your Portfolio with Andrew Taylor, CFP

In this special episode tied timed to release before the upcoming U.S. elections, host David…
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FREE CONSULTATION

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

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