OJM Group Arizona

Representing OJM Group in the Southwest

OJM Group’s Arizona-based office, led by Managing Director, John Kelly, serves as a pivotal hub for delivering tailored wealth management solutions to OJM clients in the Southwest region. The Arizona team, supported locally by Melissa Dietz, collaborates closely with OJM Group’s Cincinnati-based headquarters, their advisors and partners to cater to the specific needs of over 1500 physicians and a diverse range of non-physician, high-net-worth clients. Expanding OJM’s client-centric approach, the Arizona office expands OJM Group’s dedication to providing top-notch financial advice and personalized service, ensuring that clients receive the very best guidance to achieve their financial goals and secure their future.

JOHN K. KELLY CLU® CLTC

MANAGING DIRECTOR, ARIZONA OFFICE

john kelly ojm group arizona office

John works with physicians, professionals, and business owners to achieve their financial success. His client-centric approach caters to each client’s specific situation. John works with residents, hospitalists and private practitioners alike. He specializes in wealth accumulation, asset protection and financial planning. He obtained his Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania and has earned a Certification in Long Term Care (CLTC). John is licensed to sell insurance in Arizona and several other states, and holds Series 6, 63, and 65 securities licenses.

800.477.3521 | JOHN@OJMGROUP.COM

WHAT WE DO

TAX PLANNING

Tax Rates are constantly changing, and these changes can have a significant impact on a physician’s financial success. We offer a comprehensive tax analysis to review a client’s current tax liability and provide strategies to reduce current and future taxable income.

ASSET PROTECTION

It is a stark reality, but there is a 60% likelihood a physician will be sued for malpractice over the course of his/her career. With our services, we assess the client’s need for asset protection and provide recommendations that can improve the level of creditor protection for each asset class.

RETIREMENT PLANNING

For many individuals, retirement planning is multifaceted. We help physicians understand and coordinate personal assets with their employer-provided retirement plans and Social Security benefits with the goal of maximizing their net after-tax retirement income.

INVESTMENT & INSURANCE ANALYSIS

We offer a complimentary review and analysis of a person’s existing insurance policies and financial portfolio. Recommendations will be provided where improvements in coverage or cost savings can be achieved.

ARTICLES

doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…

VIDEOS

stop watch on a table
Playbook

Tax Planning Updates

With markets at an all-time high, many investors may seek strategies that try to “time…

PODCASTS

Banner image for podcast episode featuring Dr. Butch Ferguson
Wealth Planning for the Modern Physician Podcast

Lessons from A Career in Military/Academic Oral Surgery… and Retirement

In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral…