OJM GROUP Employee Directory

Financial ServicesOhio, United States11-50 Employees

OJM Group is a mid-sized financial services firm anchored in Cincinnati, Ohio, with an additional office in Florida. It operates as an SEC-registered investment adviser with its principal place of business in Ohio. The firm provides an integrated suite of services—consulting, investment planning, and insurance and benefits planning—designed to help clients grow and protect their wealth while seeking to minimize taxes.

The client base comprises individuals and households seeking comprehensive wealth management and tax efficiency, with a service model that emphasizes a client-focused approach across multiple disciplines. The organization positions itself within the financial services field by combining advisory, planning, and risk management offerings in one firm.

Find OJM GROUP employees' phone numbers or email addresses

OJM GROUP Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    16
  • Costa Rica
    1

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Greece
    1

Asia
1

Minus sign iconPlus sign icon
  • Lebanon
    1

OJM GROUP's Leadership

  • Stylized image of a person
    L. G.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. M. M.
    Contract Consultant
    Phone icon
  • Stylized image of a person
    A. T.
    Wealth Advisor & Certified Financial Planner
    Phone icon
  • Stylized image of a person
    E. C.
    Client Services And Marketing Assistant
    Phone icon
  • Stylized image of a person
    J. W.
    Co-Adventurer
    Phone icon

OJM GROUP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Finance
  • Administrative
  • Other

Contact profiles from OJM GROUP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. G.
    Chief Compliance Officer
    Phone icon
    Jan 17, 2025
  • Stylized image of a person
    J. M. M.
    Contract Consultant
    Phone icon
    United StatesMississippi
    Apr 15, 2026
  • Stylized image of a person
    A. T.
    Wealth Advisor & Certified Financial Planner
    Phone icon
    United StatesKentucky
    May 30, 2026
  • Stylized image of a person
    E. C.
    Client Services And Marketing Assistant
    Phone icon
    Aug 07, 2025
  • Stylized image of a person
    J. W.
    Co-Adventurer
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is OJM GROUP known for?

Minus sign iconPlus sign icon
OJM GROUP was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 8044 Montgomery Road Suite 440 Cincinnati, Ohio 45213 United States; you can contact the main corporate office by phone at . Explore OJM GROUP's company overview page for more information.

What is OJM GROUP's most common email format?

Minus sign iconPlus sign icon
OJM GROUP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OJM GROUP email formats with LeadIQ.

How many employees does OJM GROUP have currently?

Minus sign iconPlus sign icon
OJM GROUP has approximately 21 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are OJM GROUP's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, OJM GROUP's key employees include:

  • Chief Compliance Officer: L. G.
  • Contract Consultant: J. M. M.
  • Wealth Advisor & Certified Financial Planner: A. T.
  • Client Services And Marketing Assistant: E. C.
  • Co-Adventurer: J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.