Wealth Advisor Adam Braunscheidel, CFP®

ADAM BRAUNSCHEIDEL CFP®

WEALTH ADVISOR, PARTNER

Adam Braunscheidel is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for OJM Group clients. His responsibilities also include investment research and market analysis for the firm.

Adam joined OJM in 2009 and is a contributing author of the book Wealth Management Made Simple. He is also a co-author of numerous articles and has presented webcasts and podcasts on investing, retirement planning, and other financial topics.

Adam serves on the Young Professionals Board and Planned Giving Committee of the Children’s Home of Cincinnati. He also mentors underprivileged youth through a local organization called Villedge.

Education and Professional Designations

Xavier University
BS in Business Administration
(Finance)

Certified Financial Planner™
 
Bloomberg Equity Certification

RECENT ARTICLES, VIDEOS & PODCASTS

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Monthly Investment Commentary

Strong Returns in a Shifting Economic Landscape

It was far from a quiet summer for the financial markets. Markets have been volatile…
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Monthly Investment Commentary

Global Stocks Rally to All-Time Highs to Close Out August

After heightened downside to start the month, global stocks (as represented by the MSCI ACWI…
Monthly Investment Commentary

Volatility Spikes as Investors Anticipate Rate Cuts

Global equities (as represented by the MSCI ACWI Index) rose 1.6% during July with developed…