Andrew Taylor
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- Full Name
- Andrew Taylor, CFP®
- Title
- Wealth Advisor, Partner
- Firm
- OJM Group
- Firm Type
- Registered investment advisory / wealth management firm (SEC-registered RIA) — not an angel or venture investing group
- Investment Stage
- N/A — OJM Group manages public-market portfolios and financial plans for high-net-worth clients; it is not a seed/angel startup investor
- Target Company Profile
- N/A (client-focused, not company-focused). The firm's clients are high-net-worth individuals — primarily physicians, business owners, and their families.
- Sector Focus
- Wealth management, portfolio management, retirement and financial planning for physicians and HNW individuals
- Geographic Focus
- United States (headquartered in Cincinnati; second office in Arizona serving the Southwest)
- Location
- Cincinnati, OH (8044 Montgomery Rd., Suite 440, Cincinnati, OH 45236)
Background
Andrew Taylor is an investment advisor at OJM Group, where he provides portfolio management and comprehensive financial planning services for high-net-worth clients and their families. He joined OJM Group in 2012, following more than 15 years in the financial services industry with two of the largest U.S. brokerages, Charles Schwab & Co. and Fidelity Investments.
He holds a BS in Business Administration with a concentration in Finance from the University of Kentucky, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is a member of the Financial Planning Association of Southwestern Ohio.
Beyond client work, Taylor is a contributing author of the firm's financial resource *Wealth Management Made Simple* and co-author of numerous OJM Group articles covering investing, retirement planning, and market analysis. He regularly presents through lectures, webcasts, and podcasts on these topics, and is a Partner in the firm.
OJM Group itself is a multidisciplinary wealth-management firm founded in 1994, headquartered in Cincinnati, Ohio, with an additional office in Arizona (led by Managing Director John Kelly) serving the Southwest. The firm specializes in serving physicians and high-net-worth individuals and, per its most recently filed Form ADV cited by third-party directories, reported roughly $721.7 million in regulatory assets under management. Its partners and team have authored more than a dozen books on wealth management.
Investment Thesis & Focus
- Andrew Taylor's professional focus is portfolio management and comprehensive financial planning for high-net-worth clients and their families, not venture or seed-stage startup investing.
- OJM Group's practice centers on physicians, business owners, and high-net-worth individuals, delivering investment management, retirement planning, tax and estate planning, and asset-protection strategies.
- His public writing and talks emphasize retirement planning, market analysis, and disciplined long-term investing (e.g., firm articles such as "Yield Curve Inversions Explained" and "3 Strategies to Implement as You Near Retirement").
- No documented startup, angel, seed, or venture investment thesis was found from any primary source.
Notable Investments
- No angel, seed, or venture-stage portfolio companies or deals attributable to Andrew Taylor were found in any public source. His work is discretionary portfolio management of public-market client assets at an RIA, which does not produce a named startup portfolio.
- (If a startup-investor profile with this email exists elsewhere, it could not be verified and should not be presumed the same person; all verifiable records point to the OJM Group wealth advisor.)
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