Your Financial Quarterback

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

OJM Group is a multidisciplinary wealth management firm. Our partners and team members have worked with hundreds of physicians and high-net-worth clients across the U.S., and have authored more than 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

cost of living retirement, little model people on coin stacks
David Mandell

LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning

You might not have realized it, but planning for retirement often requires adjusting to an…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Strategy #6 | Retirement Planning

OJM Group Wealth Advisor and Partner, Andrew Taylor, CFP, introduces the 6th strategy, Retirement Planning,…

PODCASTS

banner image highlighting podcast guest Cory Kleinschmidt
Wealth Planning for the Modern Physician Podcast

Locum Tenens Uncovered (Part 1)

In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt,…