- Training Events
- The Medical Spa Show
OJM Group is a multidisciplinary financial firm comprised of a team of advisors with expertise in the areas of tax reduction, asset protection, insurance and benefits planning, and wealth management.
OJM Group has worked with over 1,000 physicians, medical practices and med spas nationwide to help them build and preserve wealth, while reducing taxes. We can work with clients in a comprehensive personal and/or corporate consulting engagement, or customize our services to meet your immediate and long-term planning needs.
Our principals and team members have authored more than ten books for physicians, including For Doctors Only: A Guide to Working Less and Building More, as well as numerous articles for Practical Dermatology, Medical Aesthetics, Aesthetic Society News, Dermatology Times and other medical publications.
Visit www.ojmgroup.com to learn more about our firm and the expertise of our team members, view our archive of articles and webcasts, and browse our library of financial resources for physicians, business owners and entrepreneurs.
OJM Group Principals
David Mandell is a former practicing attorney and financial consultant from a family of three generations of physicians. Mr. Mandell has written for over 30 different medical periodicals and is the co-author of over eight books for doctors, including the CME monograph Risk Management for the Practicing Physician.
Jason O’Dell, MS, CWM, has been recognized by Medical Economics as “One of the Best Financial Advisors to Physicians.” He has written five books, been published in a number of medical publications, and conducted financial planning, asset protection and wealth management lectures throughout the country.
Carole Foos has over 20 years of experience in public accounting in the field of taxation. She was formerly a manager in the tax department of a Big 4 firm and advises OJM clients in the field of taxation, in conjunction with the client’s CPA.