Deal marks wealth firm’s fifth acquisition in 2025, building a comprehensive offering to address every financial need of healthcare professionals
Earned, a leading tech-enabled wealth firm purpose-built for healthcare professionals, today announced the acquisition of OJM Group (OJM), an Ohio-based Registered Investment Adviser (RIA), financial planning, and insurance agency serving physicians and high-net-worth individuals across the U.S. for over 25 years.
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Left to Right: Andrew Taylor, Jason O’Dell, David Mandell, Bob Peelman, Adam Braunscheidel, Michael Lewellen; and Carole Foos seated.
The deal marks a key milestone in Earned’s national expansion strategy to achieve its mission to build the most comprehensive, fully integrated, technology-driven financial services firm for healthcare professionals, their families, and their practices. The addition of OJM’s expertise in investment management, asset protection, corporate & personal planning, insurance, and benefit planning reflects Earned’s latest move to attract best-in-class firms to its unique platform.
“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,” said John Clendening, founder and CEO of Earned. “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.”
OJM’s 12 professionals will join Earned's team of over 230 employees nationwide. OJM services specifically enhance the scale of Earned Wealth Advisors, Earned's RIA, by adding nearly $1B in assets under management (AUM).
“For over 25 years, OJM has helped doctors navigate the full complexity of their financial lives,” said Jason O’Dell, Co-founder and Managing Partner, OJM. “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.”
With this acquisition, Earned now serves nearly 19,500 clients and manages a collective $3.4 billion in AUM. Since its $200 million capital investment led by Summit Partners and Silversmith Capital Partners in June 2024, Earned has acquired Thomas Doll, Chahal and Associates, Schwartz and Schwartz, and Pearson Ravitz, and entered a strategic partnership with Dental & Medical Counsel, P.C.
“We are pleased with the momentum achieved this year, adding high quality teams with stellar reputations, and successfully integrating their services with the Earned platform,” continued Clendening. “Our model is proven to benefit the firms joining Earned, and the clients we collectively serve, with a shared mission to build, strengthen and protect doctors’ wealth.”
The company plans to continue executing against its growth strategy through 2026.
About Earned
Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes, limited time, and career burnout. By unifying wealth, tax, retirement, insurance, legal, and other services, Earned delivers a streamlined experience that helps clients build, preserve, and enjoy their wealth more efficiently — through every stage of their careers. Learn more at earned.com.
About OJM Group
OJM Group is an Ohio-based Registered Investment Adviser, financial planning and insurance brokerage firm dedicated to helping physicians and high-net-worth individuals build and protect their wealth for more than 25 years. OJM Group provides expert financial planning focusing on Investment Management, Corporate & Personal Planning, Insurance, and Benefit Planning. Learn more at ojmgroup.com.
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Contacts
Media Contact
Joy Lai
joy@earnedwealth.com