Cincinnati, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Earned Wealth Advisors, LLC
Multi-team
Firm-wide stats for Earned Wealth Advisors, LLC
About
Earned Wealth Advisors serves individual and institutional clients with an emphasis on physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm also advises on alternative investments and provides related services such as tax-aware investment consulting and asset transition planning through written advisory agreements.
The firm primarily implements client portfolios by allocating assets to independent investment managers and model portfolios, using a third‑party investment consultant (Wealthspire) and tools such as Monte Carlo analysis, automated tax‑loss harvesting, and asset‑location techniques. Earned Wealth Advisors monitors accounts on an ongoing basis and may access long/short strategies and private/alternative vehicles through third‑party managers when appropriate for a client’s objectives and accreditation status.
What distinguishes Earned Wealth Advisors from many multi‑team peers is its integration with a family of affiliated businesses — including PensionOne Advisors for retirement plan design and third‑party administration, several accounting and payroll affiliates, insurance agencies, and a publishing arm (Guardian Publishing). The firm also delegates marketing and client acquisition to paid promoters/solicitors (with required disclosures), produces client educational content and events supported by third‑party sponsors, and maintains legacy relationships (e.g., the recent acquisition of OJM Group and ongoing connections with Thomas Doll, CPAs partners) that result in some clients receiving different service patterns during integration.
Based on Earned Wealth Advisors, LLC
Expertise
Based on Earned Wealth Advisors, LLC
Occupation focus
Based on Earned Wealth Advisors, LLC
Location
8044 Montgomery Rd, Ste 440
Cincinnati OH 45236
Advisors at this office
5
Advisors at this office
Andrew T
CFP®, Series 63, Series 66
Cincinnati, OH
Earned Wealth Advisors, LLC
Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.
Jason O
Series 63
Cincinnati, OH
Earned Wealth Advisors, LLC
Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.
Robert P
CFP®, Series 66
Cincinnati, OH
Earned Wealth Advisors, LLC
Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.
Adam B
CFP®, Series 65
Cincinnati, OH
Earned Wealth Advisors, LLC
Adam Braunscheidel is a CFP® professional with 14 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He previously worked at OJM Group from 2010 until 2025 before joining Earned Wealth Advisors, which operates as a multi-team firm. Earned Wealth Advisors provides financial planning, discretionary wealth management, and retirement-plan advisory services primarily to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on medical and dental professionals. The firm uses a diversified investment approach supported by third-party consultants and an internal committee, alongside a range of affiliated services including pension consulting, accounting, and publishing.
Harold L
CFP®, Series 63
Cincinnati, OH
Earned Wealth Advisors, LLC
Harold Lewellen is a CFP® professional with 18 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessors since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing third-party investment managers and specialized tools to manage client portfolios.
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