OJM GROUP, LLC
CINCINNATI, OH

Founded over a decade ago on March 18, 2010, OJM Group, LLC has grown into a dedicated financial advisory firm with the core aim of enhancing their clients' quality of life by easing financial burdens and supporting wealth growth and preservation. Incorporated in Florida under Filed Number M10000001263, OJM extends its services through offices located across four key states: Arizona, Florida, New York, and Ohio. This strategic geographic spread allows them to serve a diverse national clientele effectively. At the heart of OJM's approach is personalized financial planning designed to help clients reach their unique wealth-building targets while aiming for reduced tax obligations. One of their standout offerings is an easy-to-access online risk tolerance quiz available at no cost, helping tailor investment strategies to suit individual preferences and risk appetites. The strength of the firm lies in its committed team, highlighted by key members like Jason O'Dell, Carole C Foos, and David Mandell. Together, they embody the spirit of collaboration that drives OJM's mission forward. Clients are invited to connect for detailed consultations or service queries by calling (877) 656-4362 or (866) 913-4911, or by visiting their website at ojmgroup.com. OJM is committed to maintaining transparency with its client base, as reflected by timely updates such as the last official event on November 16, 2022. Furthermore, their diligence in administrative compliance was illustrated when they filed their most recent annual report on February 21, 2024.