Adam Braunscheidel
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- Full Name
- Adam Braunscheidel, CFP®
- Title
- Wealth Advisor & Partner (listed as "Senior Wealth Advisor" on the Earned team page)
- Firm
- OJM Group (acquired by Earned in December 2025)
- Firm Type
- Registered Investment Adviser (RIA) / wealth management, financial planning, and insurance firm serving physicians and high-net-worth individuals
- Investment Stage
- Not an early-stage/startup angel investor. His "investments" work is portfolio management and market research for private-client wealth accounts, not seed-stage venture funding. (The stub's "Angel Investors / Seed Round" classification is not supported by any public source — see note below.)
- Sector Focus
- Wealth management for physicians, dentists, and other high-net-worth healthcare professionals
- Geographic Focus
- United States (clients nationwide)
- Location
- Cincinnati, Ohio area
Background
Adam Braunscheidel is a Certified Financial Planner (CFP®) who serves as a Wealth Advisor and Partner at OJM Group, an Ohio-based Registered Investment Adviser that has provided financial planning, investment management, and insurance solutions to physicians and high-net-worth families for more than 25 years. He joined OJM in 2009 and has spent his entire career at the firm, focusing on portfolio management, comprehensive financial planning, investment research, and market analysis for clients.
He earned a Bachelor of Science in Business Administration in Finance from Xavier University (2006–2010) in Cincinnati. Originally from a small town in western New York, he now lives in the Cincinnati area. He is a contributing author of OJM Group's book *Wealth Management Made Simple* and has co-authored numerous articles and presented webcasts and podcasts on investing, retirement planning, and related financial-planning topics.
In December 2025, OJM Group was acquired by Earned, a technology-driven wealth-management firm purpose-built for healthcare professionals. The deal added roughly $900 million in AUM and OJM's ~12 employees to Earned; following the acquisition, Adam is listed on the Earned team page as a Senior Wealth Advisor. Earned now serves nearly 19,500 clients with about $3.4 billion in combined AUM.
Outside of work, Adam serves on the Young Professionals Board and Planned Giving Committee of the Children's Home of Cincinnati and mentors young people through a local Cincinnati organization called Villedge.
Investment Thesis & Focus
- Works within a traditional wealth-management framework, not a venture/angel mandate: portfolio construction, financial planning, and market analysis for individual clients rather than equity checks into startups.
- Client base is concentrated in medicine and dentistry — physicians, dentists, and other high-net-worth healthcare professionals and their families/practices, consistent with OJM's (and now Earned's) healthcare specialty.
- Investment philosophy in his published commentary emphasizes long-term, diversified investing over market timing — e.g., his article "Time in the Market — More Important than Timing the Market."
- No publicly stated startup/seed thesis, target-company profile, or angel check size could be verified.
Notable Investments
- No public record of angel or venture investments (portfolio companies, seed/pre-seed deals, or startup rounds) associated with Adam Braunscheidel could be found.
- His verifiable "investment" work is discretionary portfolio management and market/research commentary for OJM Group clients (e.g., recurring quarterly market recaps and portfolio updates published under his name).
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