Earned announced a significant expansion of its national wealth management platform with the acquisition of OJM Group, an Ohio-based Registered Investment Adviser and financial planning firm serving physicians and high-net-worth individuals for more than 25 years. The deal adds nearly $1 billion in assets under management to Earned Wealth Advisors and marks Earned’s fifth acquisition in 2025.
The deal strengthens Earned’s strategy to build a fully integrated financial services ecosystem tailored to healthcare professionals, their families, and their practices. OJM brings long-standing expertise in investment management, asset protection, corporate and personal planning, insurance, and benefit planning, broadening the capabilities available on Earned’s platform.
Following the acquisition, OJM’s team of twelve professionals will join Earned’s more than two hundred thirty employees nationwide. Their addition brings Earned’s total client base to nearly 19,500 and expands the firm’s managed assets to approximately $3.4 billion. Earned has accelerated this acquisition-led expansion since receiving a $200 million capital investment in June 2024 from Summit Partners and Silversmith Capital Partners.
The acquisition of OJM follows Earned’s earlier purchases of Thomas Doll, Chahal and Associates, Schwartz and Schwartz, and Pearson Ravitz, along with its strategic partnership with Dental and Medical Counsel.
The company stated its intention to continue executing its growth strategy through 2026 as it builds a comprehensive, technology driven suite of services spanning wealth management, tax, retirement, insurance, legal, and related disciplines for healthcare professionals.
KEY QUOTES
“Earned is well-positioned to be the only financial partner a doctor will ever need, helping them maximize wealth, protect assets, and optimize taxes through every stage of their career. The OJM team has developed an incredible business built on trust and strong client outcomes. Integrating into the Earned platform will allow us to collectively deliver an even more modern, seamless client experience — along with an expanded suite of financial, accounting, and legal services to further support every aspect of our clients’ wealth goals.”
John Clendening, Founder And CEO, Earned
“For over 25 years, OJM has helped doctors navigate the full complexity of their financial lives. By joining Earned, our clients gain access to advanced technology and sophisticated strategies that unlock deeper tax savings and a more seamless, unified wealth experience.”
Jason O’Dell, Co-Founder And Managing Partner, OJM Group
