Empowering Physicians with Expert Financial Planning
Empowering Physicians to Build and Protect Wealth
For over 25 years, OJM Group has been providing tailored financial guidance and solutions to physicians across the United States. We understand the unique financial challenges and aspirations of medical professionals, and we are committed to helping them achieve financial security and fulfill their dreams.
Our Mission
Our primary objective is to empower physicians by easing their anxieties about their financial future. We achieve this through:
- Comprehensive wealth planning: We collaborate with each client to develop a personalized plan that addresses their individual goals, risk tolerance, and financial circumstances.
- Expertise in key areas: Our team comprises experienced professionals with expertise in benefit planning, corporate and personal planning, insurance, and investment management.
- Tailored solutions: We customize our approach based on each client's unique needs and financial landscape.
- Ongoing guidance: We stay by your side, reviewing and revising your plan as your life and finances evolve.
What We Do
We offer a comprehensive range of services to meet all your financial needs, including:
Benefit Planning
- Maximizing retirement accounts and other employee benefits
- Designing and implementing flexible spending arrangements
- Identifying and maximizing your insurance coverage
Corporate & Personal Planning
- Developing financial goals and objectives
- Creating a comprehensive estate plan
- Addressing wealth transfer and succession planning
- Managing debt and optimizing investments
Insurance
- Reviewing your existing coverage
- Identifying potential gaps in your protection
- Recommending and securing personalized insurance solutions
Investment Management
- Building a diversified portfolio tailored to your individual needs and goals
- Balancing risk and return to achieve your financial objectives
- Regularly reviewing and adjusting your portfolio to market changes
Our Team
Our team comprises experienced professionals with extensive knowledge and passion for helping physicians achieve financial success. We are committed to providing personalized attention, clear communication, and proactive guidance every step of the way.
Let's Talk
Schedule a free consultation with OJM Group today and let us help you take control of your financial future. We are confident that with our guidance and expertise, you can achieve financial peace of mind and pursue your aspirations with confidence.
Professionalism and Expertise
The OJM Group has received widespread praise for their professional and expert services. Several clients have commented on the excellent advice they received from OJM, particularly in areas such as insurance and financial planning. Their staff is described as knowledgeable, responsive, and proactive, making clients feel confident in their abilities to manage their financial affairs.
Communication
Effective communication is another key strength of OJM Group. Clients appreciate the regular updates and quarterly conference calls to review their portfolios and address any concerns or questions. Their availability and willingness to listen are also highly valued by their clients.
Trust and Recommendations
Many clients have expressed their trust in OJM Group, citing their comfort with having the team manage their retirement and financial affairs. Several have recommended OJM to others, praising their expertise, professionalism, and commitment to their clients' well-being.
Insufficient Guidance and Responsiveness
However, one client reported receiving poor guidance when obtaining disability insurance, citing lack of responsiveness and helpfulness when trying to increase the amount of insurance.
Additional Services
OJM Group offers a range of services, including insurance coverage, asset protection, tax strategies, retirement planning, and investment management. Their team evaluates clients' needs and goals, providing tailored solutions to meet their individual requirements.
