OJM Group Montgomery Rd, Cincinnati

I met OJM Group during residency training. They have provide me excellent advice in all areas of insurance. They initially helped me with my individual disability insurance and established a great policy with excellent coverage and reasonable premiums. They continued to provided support on increasing my disability insurance over the years. As my insurance needs increased I have relied on OJM Group to implement life insurance and various other types of insurances. They are very professional and responsive.

I've been a client of OJM Group since 2010. Their expertise in areas that I know little about or have little time to research is greatly appreciated! Communication and accessibility are major advantages when compared to other management services that my colleagues use. They are very accessible when I need them and feel confident that I will be able to rely on them well past my life in retirement- once that happens.

I have been working with the OJM group for several years now. I find their team to be very professional. They are experts in their respective fields and provide a team approach to wealth management, insurance coverage, as well as asset protection. When I have any questions or concerns they are open and approachable. They find time each year to travel for an in person meeting to review our entire portfolio. They look out for the bottom line and often recommend products with less fees. I rest easy every night knowing OJM has helped me to protect my family and plan for retirement. I highly recommend them to others and have referred several of my friends. Derek

I retired two years ago and started my relationship with OJM at that time. They have been great to work with. I feel much better having another financial advisor to help me look after my investments. I wish I would have known about OJM early in my career. I would highly recommend OJM without reservation.

For over seven years, Bob Peelman and the group at OJM have handled our financial matters with the upmost care and planning. The group consists of experts in various fields which combine to meet the needs of of clients with varying backgrounds and circumstances. Whether investment matters, estate planning, or IRS concerns, we have found OJM to be more than capable of handling whatever we need addressed. OJM takes into consideration where their clients are now and creates a plan to reach clients' ultimate goals. We highly recommend OJM for all your investment needs.

I've been with the OJM group for about 8 years. They have been very good about advising me on financial planning and asset protection for my family and business. Furthermore, they have successfully managed my portfolio so that I was able to have extra spending money when I needed it while still protecting and growing my retirement assets. I would have signed up with them a long time ago, but wasn't able to until I became a solo practitioner. Harold L. Kent, M.D., FACS

I have been a client of OJM group for several years, and have been extremely pleased with the services provided. Their investment management has been excellent. They take steps to thoroughly understand your goals, expectations, comfort level, and desires before designing an investment portfolio. Their fee structure allows for investing in some alternative investment options at a lower cost than through a traditional broker. Their investment strategy of using ETF's and mutual funds allows diversification, while targeting sectors that are likely to perform well. Their team evaluates your needs for investments, insurance, asset protection, tax strategies, retirement planning, etc. They are always responsive to your needs and questions, and always available. Communication is excellent, including quarterly conference calls to review and address your needs, questions, and concerns. I can recommend their services without reservation.

Provided poor guidance when obtaining disability insurance (was not own occ) and was not responsive or helpful when trying to increase amount of disability insurance. Would steer clear of OJM Group. There are other offices out there that provide MUCH better service.

I paid $5,000 to the OJM Group for their financial advisory services. Unfortunately, I found that not only was that money wasted, but that my losses extended beyond the initial fee due to the fact that they steered me into investment vehicles that were not the best available, and both investments turned out to have very high fees, most of which went to OJM. Once you pay your $5000 fee, you listen to several hours of "consultations" with different members of their group. Most of this information was very basic and not at all helpful. The individualized follow up consultations were more meaningful. I found my advisor to be friendly and responsive, and to understand my issues. However, the ultimate test is whether you are steered in the proper direction, and as I stated above, that unfortunately was not the case. Both investments not only were very high fee, but also (in part because of the high fees) will not help me achieve my investment aims. Because of very high surrender fees, (fees separate from the aforementioned high fees) I am now stuck in these investments instead of what I subsequently discovered were much more cost effective means of achieving the same financial goal. I would not recommend working with this group, despite their very polished and sophisticated marketing, consisting of their books and newsletters. These publications contain many slick investment techniques, but most of these don't work in the real world. While they look good on paper, in fact, most also involve high fees to multiple layers of individuals and corporations; are very complex and some are of questionable legality. An example is "Captive Insurance". This vehicle is questioned both by the IRS and the SEC, and shouldn't even be considered unless you have an income of $5-$10 Million, yet it is promoted for MD's making far less. There are many other examples of this, but Captive Insurance is the most egregious.

My wife and I have been with Jason O'Dell, OJM and now Adam Braunscheidel since 1997. We have always felt comfortable with everyone in the company. There is always a little trepidation about letting someone else manage your money and, consequently, retirement, but we have complete trust in Adam and Jason. They are always. very responsive to questions but, also, proactive in having us address issues that my wife and I may not have even considered. They are managing our retirement and our children's college funds and I am very comfortable with where we are headed. I am not a money person so this gives me more time to focus on family, work and hobbies. With Adam's management of our portfolio, I don't have to spend time trying to do research about how to invest. We meet periodically to go over updates and more often when changes arise. I would recommend them without reservation.