Wealth Advisor Andrew Taylor, CFP®

ANDREW TAYLOR CFP®

WEALTH ADVISOR, PARTNER

Andrew Taylor is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for high-net worth clients and their families. He joined OJM Group in 2012, following more than 15 years in the financial services industry with Charles Schwab & Co. and Fidelity Investments.

Andrew is a contributing author of the financial resource Wealth Management Made Simple and co-author of numerous articles on a broad scope of financial topics. He has also presented lectures, webcasts, and podcasts on investing, retirement planning, and market analysis.

Andrew is a member of the Financial Planning Association of Southwestern Ohio.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES, VIDEOS & PODCASTS

image depicting trade war showing trucks, ships, ports
Monthly Investment Commentary

Tariffs & Trade Policy Inject Dose of Uncertainty Into Financial Markets

In the first quarter of 2025, the global stock market exhibited wide-ranging performances across regions…
image illustrating united states trade war showing flag and money
Monthly Investment Commentary

Tariff Uncertainty Causes Markets to Give Up Mid-February Gains

The S&P 500 notched a new all-time high in mid-February but quickly gave up those…
looking at stock returns on laptop
Monthly Investment Commentary

Beyond the Magnificent 7

After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but…