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

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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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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

wealth planning for the modern physician

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OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

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Doctors

Asset Protection for Physicians: Your Information Hub

From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…

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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

Wealth Planning for the Modern Physician Podcast

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)

In part two of this interview, Dr. Jay Foley shares how his snowboarding injury led…

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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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