Post Author: David B. Mandell, JD, MBA
David B. Mandell is an attorney, wealth manager, author, and partner in the wealth management firm OJM Group, LLC, where he and his team provide comprehensive and multidisciplinary financial planning services tailored specifically for physicians across the United States.
David hosts the Wealth Planning for the Modern Physician Podcast, now in its fifth season with over 95 episodes and 50,000+ downloads. The show focuses on the unique wealth planning concerns faced by today’s doctors and features interviews with physicians across specialties and stages of their careers, as well as insights from financial and industry experts. Listeners gain practical tips on building wealth, protecting assets, reducing taxes, and achieving long-term financial goals. Click here to listen and subscribe.
He is also the co-author of more than 15 books, including the newest release, Wealth Strategies for Today’s Physician: A Multi-Media Playbook. This innovative guide includes over 250 pages of actionable content and more than 90 embedded links to videos and podcast episodes. Organized into seven key strategies, the Playbook helps physicians reduce taxes, invest wisely, choose the right insurance, protect their assets, and plan for retirement. Click here to get your free print copy or eBook download, available exclusively to members of the KevinMD community.
David has spoken at major national medical meetings, including those hosted by the American Academy of Ophthalmology, the American Association of Orthopaedic Executives, and the International College of Surgeons. He earned his bachelor’s degree from Harvard University, his law degree from UCLA School of Law, and his MBA from UCLA Anderson.
Connect with David and OJM Group on their website, LinkedIn, Facebook, Instagram, YouTube, and X @OJMGroup.
OJM Group, LLC (“OJM”) is an SEC-registered investment adviser with its principal place of business in the state of Ohio. SEC registration does not constitute an endorsement of OJM by the SEC, nor does it indicate that OJM has attained a particular level of skill or ability.
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 about OJM, please visit http://adviserinfo.sec.gov/ or contact us at (877) 656-4362.
This article contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. Investments involve risk and the possible loss of principal capital. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances.
Tax law changes frequently; accordingly, the information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
KevinMD is not a client of OJM Group, LLC or its affiliates, and is compensated to support promotional activities of OJM Group, LLC and to showcase David Mandell as a preferred author. There are no other material conflicts of interest.
David B. Mandell is an attorney, wealth manager, author, and partner in the wealth management firm OJM Group, LLC, where he and his team provide comprehensive and multidisciplinary financial planning services tailored specifically for physicians across the United States.
David hosts the Wealth Planning for the Modern Physician Podcast, now in its fifth season with over 95 episodes and 50,000+ downloads. The show focuses on the unique wealth planning concerns faced by today's doctors and features interviews with physicians across specialties and stages of their careers, as well as insights from financial and industry experts. Listeners gain practical tips on building wealth, protecting assets, reducing taxes, and achieving long-term financial goals. Click here to listen and subscribe.
He is also the co-author of more than 15 books, including the newest release, Wealth Strategies for Today's Physician: A Multi-Media Playbook. This innovative guide includes over 250 pages of actionable content and more than 90 embedded links to videos and podcast episodes. Organized into seven key strategies, the Playbook helps physicians reduce taxes, invest wisely, choose the right insurance, protect their assets, and plan for retirement. Click here to get your free print copy or eBook download, available exclusively to members of the KevinMD community.
David has spoken at major national medical meetings, including those hosted by the American Academy of Ophthalmology, the American Association of Orthopaedic Executives, and the International College of Surgeons. He earned his bachelor's degree from Harvard University, his law degree from UCLA School of Law, and his MBA from UCLA Anderson.
Connect with David and OJM Group on their website, LinkedIn, Facebook, Instagram, YouTube, and X @OJMGroup.
OJM Group, LLC (“OJM”) is an SEC-registered investment adviser with its principal place of business in the state of Ohio. SEC registration does not constitute an endorsement of OJM by the SEC, nor does it indicate that OJM has attained a particular level of skill or ability.
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 about OJM, please visit http://adviserinfo.sec.gov/ or contact us at (877) 656-4362.
This article contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. Investments involve risk and the possible loss of principal capital. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances.
Tax law changes frequently; accordingly, the information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
KevinMD is not a client of OJM Group, LLC or its affiliates, and is compensated to support promotional activities of OJM Group, LLC and to showcase David Mandell as a preferred author. There are no other material conflicts of interest.
An excerpt from Wealth Strategies for Today’s Physician: A Multi-Media Playbook.
Physicians of all specialties are different from the average U.S. investor in several important ways. This statement reflects data in key areas that impact fundamental aspects of investing and wealth management. It is important for physicians to realize these differences because most financial news, whether in print, online, or on television, is geared to the average investor. Therefore, media …
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