OJM Group

OJM Group

OJM Group traces its origins to 1994 when Jason O'Dell, David Mandell and Carole Foos began offering wealth-management services to physicians. The three founders built the firm from their respective practices in financial planning, law and tax advisory. The firm deploys capital across private equity, real estate, commodities and insurance-linked structures. It maintains exposure to non-traded REITs, oil and gas drilling programs and captive insurance companies. Geographic reach centers on North America with clients located across the United States. Investment activity occurs through direct holdings and customized structures rather than broad fund commitments. OJM Group employs an integrated team of advisors and maintains an additional office in Florida. In December 2025 the firm was acquired by Earned Wealth, backed by growth equity commitments from Silversmith Capital Partners and Summit Partners. The transaction expanded the platform's healthcare-focused advisory reach. Ownership now sits under Earned Wealth, creating a hybrid structure that combines single-practice origins with institutional capital support. This arrangement separates client advisory from the parent company's growth-equity ownership.