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  6. Earned Wealth Acquires OJM Group

M&A Deal Summary

Earned Wealth Acquires OJM Group

On December 9, 2025, Earned Wealth acquired financial services company OJM Group

Acquisition Highlights
  • This is Earned Wealth’s 1st transaction in the Financial Services sector.
  • This is Earned Wealth’s 2nd transaction in the United States.
  • This is Earned Wealth’s 1st transaction in Ohio.

M&A Deal Summary
Date 2025-12-09
Target OJM Group
Sector Financial Services
Buyer(s) Earned Wealth
Deal Type Add-on Acquisition

Target

OJM Group

Cincinnati, Ohio, United States
OJM Group is a financial planning and insurance brokerage firm dedicated to helping physicians and high-net-worth individuals build and protect their wealth. OJM Group was founded in 2008 and is headquartered in Cincinnati, Ohio.

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Buyer(S) 1

Buyer

Earned Wealth

New York, New York, United States
Category Company
Sector Financial Services
DESCRIPTION

Earned Wealth is a tech-enabled financial services firm exclusively for healthcare professionals and medical practices. Earned Wealth is based in New York, New York.

DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 2 of 2
State: Ohio M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-06 PearsonRavitz

Ardmore, Pennsylvania, United States

PearsonRavitz is a firm specializing in disability and life insurance for physicians with clients in all 50 states. PearsonRavitz was formed in 2017 and is headquartered in Ardmore, Pennsylvania.

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