Add-on Acquisition • Financial Services

Earned Wealth Acquires OJM Group

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

Acquisition Context

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.

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M&A Deal Summary
Date	December 9, 2025
Target	OJM Group
Sector	Financial Services
Buyer(s)	Earned Wealth
Deal Type	Add-on Acquisition

Target Company

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 Overview 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 Context for Buyer	#
Overall	2 of 2
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	2 of 2
State: Ohio	1 of 1
Country: United States	2 of 2
Year: 2025	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.	Buy	-

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.

Buy

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