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
金融服务
Cincinnati，OH 389 位关注者
Helping our clients build and preserve their wealth, while reducing taxes.
关于我们
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.
- 网站
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https://www.ojmgroup.com
OJM GROUP的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Cincinnati，OH
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Consulting、Investment Planning、Insurance and Benefits Planning、Asset Protection、Personal Planning、Corporate Planning、Physicians、Doctors、Wealth Management和Practice Management
地点
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主要
获取路线
8044 Montgomery Rd.
Suite 440
US，OH，Cincinnati，45236
OJM GROUP员工
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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, Media & Design Consultant
动态
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A Surgeon’s Passion for Wine ???? Dr. Pat St. Pierre took his retirement in an unexpected direction—pursuing one of the highest levels of wine education in the world! ?? Find out how he applied the same dedication and discipline from surgery to wine studies. ?? Listen now: https://linktr.ee/ojmgroup #Podcast #RetirementGoals #WineEducation #CareerChange #Physicians
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Retiring to Something, Not From Something ???? Retirement isn't just about stepping away—it's about stepping into something new. Dr. Patrick St. Pierre discusses the importance of planning for life after medicine and how to transition successfully. ?? Listen now: https://linktr.ee/ojmgroup #Podcast #RetirementPlanning #PhysiciansFinance #CareerGrowth #MedicalLeadership
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The Role of Physicians in Industry ???? Should doctors work with industry partners? Dr. Pat St. Pierre breaks down why physician involvement in medical innovation is crucial—and how to do it ethically and effectively. ?? Listen now: https://linktr.ee/ojmgroup #Podcast #MedicalInnovation #HealthcareEthics #OrthopedicSurgery #Physicians
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Choosing the Right Career Path ?????? For young doctors, finding the right career path is more than just a job decision—it's about location, family, and financial stability. Dr. Pat St. Pierre shares valuable insights on what to consider when making major career moves. ?? Listen now: https://linktr.ee/ojmgroup #Podcast #CareerAdvice #PhysiciansFinance #Mentorship #MedicalCareers
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From Infantry to Medicine ?????? From combat patrols in the DMZ to medical school—Dr. Pat St. Pierre’s journey is anything but ordinary. Find out how his military background shaped his path to orthopedic surgery. ?? Listen now: https://linktr.ee/ojmgroup #Podcast #PhysiciansJourney #CareerChange #Orthopedics #Leadership
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?? New Episode Alert! ?? ?? Listen now: https://linktr.ee/ojmgroup In this episode of the Wealth Planning for Modern Physicians Podcast, host David Mandell welcomes Dr. Patrick St. Pierre, a retired Army colonel, orthopedic surgeon, and innovator in robotic shoulder surgery. Dr. St. Pierre shares his fascinating journey—from serving in the infantry in Korea to pursuing medicine, his involvement in sports medicine and research, and his unique approach to retirement planning. We also dive into his passion for wine studies, where he has achieved one of the highest levels of certification in the world! ?? #Podcast #WealthPlanning #PhysiciansFinance #OrthopedicSurgery
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?? Hospitals, health systems, and insurers may not always be in your corner—but your brand will be. ?? Building a following and expertise can open new doors and create career flexibility. Whether you’re in traditional orthopedics or looking to explore new paths, your brand is your greatest asset. Tune into Episode 5.12 with Kristy LaGourgue & Rachel Varga now: ???? https://linktr.ee/ojmgroup #PhysicianBranding #MedicalMarketing #HealthcareLeadership #Podcast #CareerGrowth
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?? Ever thought about adding group coaching or video training to your medical practice? Dr. Evans did—and now generates 7 figures from it. The possibilities are endless when you think beyond traditional practice models! Listen to more from Rachel Varga & Kristy LaGourgue in Episode 5.12 now: ?? https://linktr.ee/ojmgroup #PhysicianEntrepreneur #MedicalCoaching #PracticeGrowth #Podcast #FutureOfHealthcare
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?? Medical technology is advancing fast, but with it comes a hefty price tag—some equipment costs as much as a Ferrari! ?? The challenge? Making those investments pay off quickly. Plus, in the world of biotech and biohacking, positioning your practice as a leader can set you apart. Listen to more from Rachel Varga & Kristy LaGourgue in Episode 5.12 now! ?? ???? https://linktr.ee/ojmgroup #MedicalInnovation #BioTech #HealthcareFinance #Podcast #FutureOfMedicine