Andrew Taylor,Cfp®
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Andrew Taylor,Cfp® Email & Phone Number

Wealth Advisor and Certified Financial Planner at OJM Group
Location: Covington, Kentucky, United States 4 work roles 1 school
1 work email found @ojmgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@ojmgroup.com
LinkedIn Profile matched
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Current company
OJM Group
Role
Wealth Advisor and Certified Financial Planner
Location
Covington, Kentucky, United States
Company size
22 employees

Who is Andrew Taylor,Cfp®? Overview

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Quick answer

Andrew Taylor,Cfp® is listed as Wealth Advisor and Certified Financial Planner at OJM Group, a company with 22 employees, based in Covington, Kentucky, United States. AeroLeads shows a work email signal at ojmgroup.com and a matched LinkedIn profile for Andrew Taylor,Cfp®.

Andrew Taylor,Cfp® previously worked as Wealth Advisor & Certified Financial Planner at Ojm Group and VP-Financial Consultant at Charles Schwab. Andrew Taylor,Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Kentucky.

Company email context

Email format at OJM Group

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*@ojmgroup.com
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AeroLeads found 1 current-domain work email signal for Andrew Taylor,Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Andrew Taylor,Cfp®

Andrew Taylor is an experienced investment advisor, providing 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 Charles Schwab & Co. and Fidelity Investments.Andrew is a contributing author of the financial resource Wealth Management Made Simple and co-author of numerous articles on a broad scope of financial topics. He has also presented lectures, webcasts, and podcasts on investing, retirement planning, and market analysis.Andrew is a member of the Financial Planning Association of Southwestern Ohio.

Listed skills include Investment Management, Wealth Management, Retirement Planning, Investments, and 9 others.

Current workplace

Andrew Taylor,Cfp®'s current company

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OJM Group
Ojm Group
Wealth Advisor and Certified Financial Planner
Covington, KY, US
Website
ojmgroup.com
Employees
22
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4 roles

Andrew Taylor,Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor And Certified Financial Planner

Ojm Group

Covington, KY, US

Wealth Advisor & Certified Financial Planner

Current
Ojm Group

Cincinnati, Ohio Area

I offer customized investment management, comprehensive wealth planning and retirement planning for individual investors. Author of numerous articles covering a variety of wealth management topics appearing in a dozen national publications. Provide research and support of books for the medical community. Regular author and contributor to firm market.

Feb 2012 - Present

Vp-Financial Consultant

Charles Schwab

Cincinnati, Ohio Area

May 1999 - Feb 2012
Team & coworkers

Colleagues at OJM Group

Other employees you can reach at ojmgroup.com. View company contacts for 22 employees →

CF Carole Foos Carole Foos Colleague at Ojm GroupCincinnati Metropolitan Area, United States View → NH Nick Hall Nick Hall Colleague at Ojm GroupCincinnati, Ohio, United States, United States View → RF Randi Franklin, Mba Randi Franklin, Mba Colleague at Ojm GroupIndianapolis, Indiana, United States, United States View → JL Jenna Leppert Jenna Leppert Colleague at Ojm GroupCincinnati, Ohio, United States, United States View → LM Lana Moukalled Lana Moukalled Colleague at Ojm GroupLebanon, Lebanon View → JO Jason O'Dell Ms Cwm Jason O'Dell Ms Cwm Colleague at Ojm GroupCincinnati Metropolitan Area, United States View → SC Stanley Castillo Stanley Castillo "Tachi" Colleague at Ojm GroupCosta Rica, Costa Rica View → KA Kathy Allard Kathy Allard Colleague at Ojm GroupCincinnati, Ohio, United States, United States View → LL Lynn Lukey Lynn Lukey Colleague at Ojm GroupCincinnati, Ohio, United States, United States View → AB Adam Braunscheidel, Cfp® Adam Braunscheidel, Cfp® Colleague at Ojm GroupCincinnati, Ohio, United States, United States View →
1 education record

Andrew Taylor,Cfp® education

FAQ

Frequently asked questions about Andrew Taylor,Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrew Taylor,Cfp® work for?

Andrew Taylor,Cfp® works for OJM Group.

What is Andrew Taylor,Cfp®'s role at OJM Group?

Andrew Taylor,Cfp® is listed as Wealth Advisor and Certified Financial Planner at OJM Group.

What is Andrew Taylor,Cfp®'s email address?

AeroLeads has found 1 work email signal at @ojmgroup.com for Andrew Taylor,Cfp® at OJM Group.

Where is Andrew Taylor,Cfp® based?

Andrew Taylor,Cfp® is based in Covington, Kentucky, United States while working with OJM Group.

What companies has Andrew Taylor,Cfp® worked for?

Andrew Taylor,Cfp® has worked for Ojm Group, Charles Schwab, and Fidelity Investments.

Who are Andrew Taylor,Cfp®'s colleagues at OJM Group?

Andrew Taylor,Cfp®'s colleagues at OJM Group include Carole Foos, Nick Hall, Randi Franklin, Mba, Jenna Leppert, and Lana Moukalled.

How can I contact Andrew Taylor,Cfp®?

You can use AeroLeads to view verified contact signals for Andrew Taylor,Cfp® at OJM Group, including work email, phone, and LinkedIn data when available.

What schools did Andrew Taylor,Cfp® attend?

Andrew Taylor,Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Kentucky.

What skills is Andrew Taylor,Cfp® known for?

Andrew Taylor,Cfp® is listed with skills including Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, and Strategic Financial Planning.

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