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

image showing advisor reviewing investments
Andrew Taylor

Four Common Investment Mistakes and How to Avoid Them

Investing is challenging and the task has become increasingly difficult as our access to information…

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

podcast banner image for episode with attorneys brad adatto and michael byrd
Wealth Planning for the Modern Physician Podcast

Compounding Controversies to Non-Compete & Practice Exit Challenges

Watch or listen in as host David Mandell welcomes back to the Podcast healthcare attorneys…