Ojm Group
- Company typePrivate
- Founded2007
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Ojm Group firmographics
Firmographics- Name
- Ojm Group
- Legal name
- OJM Group, LLC
- Website
- https://ojmgroup.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Ojm Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Discretionary Portfolio Management (DPM) (FSAAABAC), Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Ojm Group is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Ojm Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Financial Advisory Services: Fee-based financial advisory and wealth management services for physicians and high-net-worth individuals. Services include investment management, benefit planning, corporate & personal planning, and insurance solutions. Revenue is generated through advisory fees for comprehensive wealth management.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Ojm Group product offering
Product offeringCore offering
OJM Group provides multidisciplinary wealth management services for physicians and high-net-worth individuals. Its core offerings span investment management, corporate and personal financial planning, insurance planning, and benefit planning, delivered by a team that includes CPAs, CFPs, and attorneys. The firm also produces educational books, articles, and a podcast targeting physician wealth-building topics.
Product overview
OJM Group is a multidisciplinary wealth management firm offering a comprehensive suite of services for physicians and high-net-worth individuals. The core offerings include Investment Management, Corporate & Personal Planning, Insurance, and Benefit Planning. The firm differentiates through educational resources including published books (Wealth Planning for the Modern Physician, Wealth Strategies for Today's Physician, Wealth Management Made Simple) and a long-running podcast (Wealth Planning for the Modern Physician). OJM Group was acquired by Earned in December 2025, adding nearly $1 billion in assets under management. The firm is headquartered in Ohio with an additional office in Florida.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Investment management services designed to build portfolios that withstand market volatility, tailored to physician-specific needs.
- Corporate & Personal Planning Financial planning services covering both corporate and personal financial matters for physicians and business owners.
- Insurance Insurance planning services including life insurance and liability protection for physicians.
- Benefit Planning Employee benefit planning services, including 401(k) optimization and executive compensation strategies.
- Wealth Planning for the Modern Physician Comprehensive financial guide written by OJM Group principals covering wealth building, tax reduction, and retirement planning for physicians.
- Wealth Strategies for Today's Physician Multi-media playbook with over 250 pages of text and 90+ links to videos and podcast episodes, organized in seven strategies for physicians.
- Wealth Management Made Simple Financial guide written by OJM Group team members simplifying wealth management concepts for physicians and high-net-worth individuals.
- Wealth Planning for the Modern Physician Podcast Podcast series hosted by David Mandell focusing on financial planning concerns for physicians, featuring interviews with doctors and industry experts across 6 seasons with over 100 episodes.
Companies that use Ojm Group
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Ojm Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ojm Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves7 records
Expansion highlights4 records
Ojm Group competitors and assessment
Company assessmentDirect peers
- Earned: The acquirer of OJM Group and a wealth management firm purpose-built for healthcare professionals. Directly comparable as a physician-focused RIA with tax-smart financial planning and similar target customer base (doctors and HNW healthcare workers).
- Brighton Jones: Large RIA offering comprehensive wealth management for high-net-worth individuals, including physicians, athletes, and entrepreneurs. Comparable multidisciplinary team model and fee-based advisory approach for HNW clients.
Emerging players
- The White Coat Investor: Physician-focused financial education platform and advisor-referral network serving doctors with investment, tax, and wealth planning resources. Overlaps with OJM's physician-target GTM and content-led acquisition approach.
- Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management for HNW professionals, including physicians. Represents the fee-compression competitive threat to traditional physician-focused RIAs like OJM.
- Wela (Benjamin Brandt): Digital-first RIA targeting HNW professionals and retirees with flat-fee financial planning and investment management. Comparable target demographic and content-driven acquisition approach.
Broad incumbents
- Wealth Enhancement Group: Large independent wealth management firm with national reach offering investment advisory, tax, retirement, and estate planning for HNW households. Comparable in service breadth but operates at much larger scale.
- Creative Planning: National RIA providing wealth management, tax, estate, and retirement planning for high-net-worth individuals. Comparable fee-based advisory model and comprehensive HNW service offering.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., providing financial planning and investment management to households including professionals and high earners. Comparable fee-based HNW advisory services.
- Carson Group: National wealth management firm serving financial advisors and their clients with investment, tax, estate, and business planning services. Comparable comprehensive HNW advisory scope.
Regional players
- Foster & Motley: Cincinnati-based fee-only RIA serving HNW individuals and families with comprehensive wealth management, including physician clientele. Local geographic peer sharing OJM's Ohio roots and HNW focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Ojm Group social profiles
Digital presenceOjm Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ojm Group leadership team
Management profileNumber of profiles
Profiles8 records
Ojm Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ojm Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ojm Group
What does Ojm Group do?
OJM Group provides multidisciplinary wealth management services for physicians and high-net-worth individuals. Its core offerings span investment management, corporate and personal financial planning, insurance planning, and benefit planning, delivered by a team that includes CPAs, CFPs, and attorneys. The firm also produces educational books, articles, and a podcast targeting physician wealth-building topics.
Is Ojm Group a public or private company?
Ojm Group is a private company. It is classified as corporate owned and is currently acquired.
When was Ojm Group founded?
Ojm Group was founded in 2007. It employs 11 to 50 people.
Where is Ojm Group based?
Ojm Group is headquartered in Cincinnati, United States, in the North America region.
How does Ojm Group make money?
One revenue line is on record: financial Advisory Services.
Who are Ojm Group's main competitors?
Direct peers on record are Earned and Brighton Jones. Emerging players are The White Coat Investor, Facet Wealth and Wela (Benjamin Brandt). Broad incumbents are Wealth Enhancement Group, Creative Planning, Edelman Financial Engines and Carson Group. Foster & Motley is listed as a regional player.
Does Ojm Group have an API?
No public API is recorded for Ojm Group.
What industry is Ojm Group in?
Ojm Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its NAICS code is 523940 and its SIC code is 6282.