Mergers and Acquisitions (M&A): Earned Acquires OJM Group
Walnut Creek, California – Earned has announced the acquisition of OJM Group (https://www.ojmgroup.com/). According to the company announcement Earned is a leading tech-enabled financial services firm specifically designed for healthcare professionals, their families, and their practices. The company employs a tech-forward, human-led approach to address the unique financial challenges doctors face, such as high taxes, limited time, and career burnout. Earned unifies various services including wealth management, tax planning, retirement, insurance, and legal support to deliver a streamlined client experience. With its recent acquisition of OJM Group, Earned has expanded its assets under management to a collective $3.4 billion and now serves nearly 19,500 clients. This acquisition marks Earned’s fifth in 2025, solidifying its position as a premier tax-smart financial partner and contributing to its national expansion strategy. The firm aims to be the sole financial partner doctors need, helping them maximize wealth, protect assets, and optimize taxes throughout their careers.
To learn more about Earned, visit https://www.earned.com/
Company LinkedIn Page: https://www.linkedin.com/company/earnedwealth/
Company Contact:
Earned
165 Lennon Lane
Walnut Creek, CA 94598
914-417-4556
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