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Completed
Synopsis
Earned, a tech-enabled wealth firm purpose-built for healthcare professionals, completed the acquisition of OJM Group, an Ohio-based registered investment adviser, financial planning, and insurance agency. Financial terms were not disclosed. “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, Earned Founder and CEO.
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