Earned Acquires OJM

INVESTMENT MANAGEMENT DEALS BLOG

December 24, 2025

On December 9, 2025, Earned announced that it acquired OJM Group.

Earned announced, on December 9, 2025, that it acquired OJM Group (“OJM”). Under the terms of the deal, 12 OJM professionals will join Earned’s team, and OJM’s assets under management will be combined with those of Earned Wealth Advisors, Earned’s RIA. Further terms of the transaction were not disclosed.

Earned, based in New York, is a registered investment advisor offering a technology-driven approach to financial services including wealth, tax, retirement, insurance, and legal services. Earned has approximately $3.4 billion in assets under management following this acquisition.

OJM, based in Ohio, is a registered investment advisor offering investment management, asset protection, corporate & personal planning, insurance, and benefit planning services. OJM has nearly $1 billion in assets under management.

To read the press release: please click here

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