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Insights

Integrated Services Advantage OJM offers consulting, investment planning, and insurance and benefits under one roof, presenting a compelling opportunity to upsell bundled multi line wealth management packages to mid market clients seeking a single trusted partner.

Compliance and Security As an SEC registered adviser, OJM benefits from services around cybersecurity, data protection, and regulatory technology to strengthen compliance and protect client data.

Geography and Growth HQ in Cincinnati with a Florida office indicates cross state expansion potential and cross sell opportunities with regional clients and partners.

Digital Marketing Uplift Their WordPress and SEO stack signals room to boost lead generation and onboarding through CRM integration, marketing automation, and secure client portals.

Insurance Cross Sell In house Insurance and Benefits Planning enables cross sell to investment clients and corporate groups, expanding wallet share via tailored employee benefits and retirement solutions.

Similar companies to OJM GROUP

OJM GROUP Tech Stack

OJM GROUP uses 8 technology products and services including WordPress, MySQL, Font Awesome, and more. Explore OJM GROUP's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Yoast SEO Premium
    Search Engines
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics

Media & News

OJM GROUP's Email Address Formats

OJM GROUP uses at least 1 format(s):
OJM GROUP Email FormatsExamplePercentage
FLast@ojmgroup.comJDoe@ojmgroup.com
53%
First@ojmgroup.comJohn@ojmgroup.com
35%
FirLast@ojmgroup.comJohDoe@ojmgroup.com
6%
First.Last@ojmgroup.comJohn.Doe@ojmgroup.com
6%

Frequently Asked Questions

Where is OJM GROUP's headquarters located?

Minus sign iconPlus sign iconOJM GROUP's main headquarters is located at 8044 Montgomery Road Suite 440 Cincinnati, Ohio 45213 United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is OJM GROUP's phone number?

Minus sign iconPlus sign icon You can contact OJM GROUP's main corporate office by phone at
+1-513-792-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OJM GROUP's official website and social media links?

Minus sign iconPlus sign iconOJM GROUP's official website is ojmgroup.com and has social profiles on LinkedIn.

What is OJM GROUP's NAICS code?

Minus sign iconPlus sign iconOJM GROUP's NAICS code is 52 - Finance and Insurance.

How many employees does OJM GROUP have currently?

Minus sign iconPlus sign iconAs of June 2026, OJM GROUP has approximately 21 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Compliance Officer: L. G.Contract Consultant: J. M. M.Wealth Advisor & Certified Financial Planner: A. T.. Explore OJM GROUP's employee directory with LeadIQ.

What industry does OJM GROUP belong to?

Minus sign iconPlus sign iconOJM GROUP operates in the Financial Services industry.

What technology does OJM GROUP use?

Minus sign iconPlus sign iconOJM GROUP's tech stack includes WordPressMySQLFont AwesomeYoast SEO PremiumGoogle Tag ManagerYouTubeX-Content-Type-OptionsGoogle Search Console.

What is OJM GROUP's email format?

Minus sign iconPlus sign iconOJM GROUP's email format typically follows the pattern of FLast@ojmgroup.com. Find more OJM GROUP email formats with LeadIQ.

When was OJM GROUP founded?

Minus sign iconPlus sign iconOJM GROUP was founded in 2007.

OJM GROUP

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.

Section iconCompany Overview

Headquarters
8044 Montgomery Road Suite 440 Cincinnati, Ohio 45213 United States
Phone number
+1-513-792-****
Website
ojmgroup.com
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    OJM GROUP's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    OJM GROUP's revenue is estimated to be in the range of $10M$25M

Company Leadership

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

Employee Directory

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