michael lewellen

H. MICHAEL LEWELLEN CFP®

DIRECTOR OF FINANCIAL PLANNING, PARTNER

Michael Lewellen is an experienced financial planner, who has worked with OJM clients for more than 16 years. In his role as Director of Financial Planning, Michael coordinates all areas of OJM’s multidisciplinary expertise to help clients make educated decisions in each planning area to achieve their long-term financial goals.

Michael is a contributing author of the financial resources Wealth Planning for the Modern Physician and Wealth Management Made Simple, and author of more than a dozen articles on retirement planning, insurance, and wealth accumulation. He has also presented numerous lectures, webcasts, and podcasts on a broad scope of financial topics for regional and national groups.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES, VIDEOS & PODCASTS

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Playbook

Don’t Outlive Your Money

OJM Group Partner, and Director of Financial Planning, Michael Lewellen, CFP discusses how to determine…
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Playbook

How Much Life Insurance Do I Need?

OJM Group Partner Michael Lewellen, CFP discusses an effective strategy that can help physicians determine…
image showing wealth strategies for today's physician
Playbook

Strategy #1 | Financial Planning

OJM Group Director of Financial Planning, Michael Lewellen, CFP introduces and discusses the first strategy…