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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Link to OJM Group's Investment management information

INVESTMENT MANAGEMENT

link to OJM's corporate and personal planning information

CORPORATE & PERSONAL PLANNING

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INSURANCE

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BENEFIT PLANNING

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

OUR LATEST CONTENT
CREATED BY THE TEAM AT OJM GROUP

ARTICLES

doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…
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VIDEOS

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Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…
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PODCASTS

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Wealth Planning for the Modern Physician Podcast

Know Your Numbers

In episode 4.15, host David Mandell chats with Mary Kathryn Williamson, CPA and Chelsea Dorfeld,…
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FREE CONSULTATION

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WHO WE ARE

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