People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. Contact us for a free consultation to discuss your specific situation. https://lnkd.in/g9KUaMk
OJM GROUP
Financial Services
Cincinnati, OH 321 followers
Helping our clients build and preserve their wealth, while reducing taxes.
About us
People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth while reducing taxes. We encourage you to learn more about us, and connect with our firm partners here on LinkedIn, or any of our team. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day. Offices in Arizona, Florida, and Ohio DISCLOSURE: OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
- Website
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http://www.ojmgroup.com
External link for OJM GROUP
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, OH
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Consulting, Investment Planning, Insurance and Benefits Planning, Asset Protection, Personal Planning, Corporate Planning, Physicians, Doctors, Wealth Management, and Practice Management
Locations
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Primary
8044 Montgomery Rd.
Suite 440
Cincinnati, OH 45236, US
Employees at OJM GROUP
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Bob Peelman
Director of Wealth Management , Partner, OJM Group | Wealth Management | Financial Planning
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David Mandell
Principal, OJM Group | Asset Protection | Wealth Management | Financial Planning | Consulting |
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Jason O'Dell MS CWM
Managing Partner, OJM Group | Wealth Management | Insurance Solutions | Financial Planning | Consulting | #ENDALZ
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John M. Miller
Brand, Marketing & Design Consultant
Updates
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🧭 Develop a Long-Term Financial Plan: Chapter 1.1 of "Wealth Strategies for Today’s Physician" helps you create a comprehensive financial plan to guide your career and retirement. Use the link below to get your FREE copy, today! 🔗 https://lnkd.in/gWDfiPgQ
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In the final Summer Rewind of 2024, we take this throwback Thursday to February of 2023. Revisit David's conversation with Dr. Selene Parekh to explore his journey from academic medicine to entrepreneurship, and his approach to personal finance. Discover key insights on career moves, financial strategies, and maintaining work-life balance in this must-listen episode. 🎧🔗⬇️ https://lnkd.in/gRR7j4s8
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🔒☔️💰🏡 Protect your income and assets with the right insurance policies. Chapter 2 of "Wealth Strategies for Today’s Physician" covers everything you need to know. Click the link below to get your FREE copy, today! 🔗📖➡️ https://lnkd.in/gWDfiPgQ
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Curious about consolidation in medicine, especially aesthetics? Catch the Summer Rewind of Episode 3.7 as David revisits his deep dive with Dr. Steven Dayan and MSP CEO Dominic Mazzone on selling a practice and the ever-evolving healthcare landscape. A topic as relevant now as it was in December 2022. 🎧🔗⬇️ https://lnkd.in/gRR7j4s8
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Navigate your student debt with ease. Chapter 1.4 of "Wealth Strategies for Today’s Physician" offers practical repayment strategies for physicians. ✅ Get your FREE copy today! 📖🔗⬇️ https://lnkd.in/gWDfiPgQ
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📄🧭 Estate Planning Essentials for Physicians: Ensure your wealth is passed on as you wish. Chapter 1.5 of "Wealth Strategies for Today’s Physician" guides you through essential estate planning steps. Click the 🔗 to get your 📖 today! ✅ https://lnkd.in/gWDfiPgQ
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⭐️ 📖 "Wealth Strategies for Today’s Physician" includes over 90 links to videos and podcasts. Enjoy an innovative learning journey designed for modern physicians. Get your FREE copy of our newest book, today! 🔗👇 https://lnkd.in/gWDfiPgQ #MultiMediaLearning #PhysicianWealth
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Join host David Mandell this summer as he revisits and highlights episodes from Season 3 of the 🎙️ Wealth Planning for the Modern Physician podcast in our ☀️⏮️ 2024 Summer Rewind Series. This week, listen in as David revisits episode 3.15, Banking for Doctors, by Doctors featuring Dr. Michael Jerkins. Find all episodes on Apple, Spotify, or YouTube! 🔗 https://lnkd.in/d3gpGihR 🔗 Other links in comments, below.👇
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OJM GROUP reposted this
Now through September, Wealth Management for the Modern Physician host David Mandell shares highlights from Season 4. https://lnkd.in/gT7-z-6Y