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

image showing bond indices as we consider bonds vs cash
Andrew Taylor

Bonds vs Cash

“Why should I be investing in bonds when I can earn more than 5% on…

VIDEOS

financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…

PODCASTS

Banner image for podcast episode featuring Mary Kathryn Williamson, CPA and Chelsea Dorfeld, CPA
Wealth Planning for the Modern Physician Podcast

Know Your Numbers

In episode 4.15, host David Mandell chats with Mary Kathryn Williamson, CPA and Chelsea Dorfeld,…