OJM GROUP Employee Directory

Financial ServicesOhio, United States11-50 Employees

People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth while reducing taxes.

We encourage you to learn more about us, and connect with our firm partners here on LinkedIn, or any of our team.  Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day.

OJM Group has an office in Florida, with our headquarters located in Cincinnati, Ohio.


DISCLOSURE:
OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio.  OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients.  OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
 
For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

Find OJM GROUP employees' phone numbers or email addresses

OJM GROUP Global Highlights

Location
Employees

North America
19

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  • United States Of America
    18
  • Costa Rica
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Greece
    1

Asia
1

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  • Lebanon
    1

OJM GROUP's Leadership

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    L. G.
    Chief Compliance Officer
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    J. O. M. C.
    Managing Partner
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  • Stylized image of a person
    B. P.
    Director Of Wealth Management
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    A. T.
    Wealth Advisor & Certified Financial Planner
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    E. C.
    Client Services And Marketing Assistant
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    J. W.
    Co-Adventurer
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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
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    J. O. M. C.
    Managing Partner
    Phone icon
    Nov 11, 2025
  • Stylized image of a person
    L. G.
    Chief Compliance Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. P.
    Director Of Wealth Management
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    A. T.
    Wealth Advisor & Certified Financial Planner
    Phone icon
    United StatesKentucky
    Feb 18, 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
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    Oct 17, 2024

Frequently Asked Questions

What is OJM GROUP known for?

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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 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?

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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?

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OJM GROUP has approximately 22 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are OJM GROUP's key employees and leadership?

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

  • Chief Compliance Officer: L. G.
  • Managing Partner: J. O. M. C.
  • Director Of Wealth Management: B. P.
  • Wealth Advisor & Certified Financial Planner: A. T.
  • Client Services And Marketing Assistant: E. C.

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