Founded by Joshua Mellberg in 2005, J.D. Mellberg Financial is an independent financial services firm specializing in retirement income planning. Our mission is to help our clients achieve a more financially secure and enjoyable retirement. The firm has been recognized as one of the fastest growing private companies in the industry in the U.S. by Inc. Magazine the past four years’ running.
The company’s growth can be attributed to its president Josh Mellberg’s dedication to doing the right thing by the client. “My biggest passion is for learning,” says Mellberg. “Once I learn something, I can’t wait to share it with our clients and my team.” Mellberg helps each client understand his/her retirement options and risk tolerance and then provides guidance on which insurance products and retirement strategies may make the most sense for each client’s needs.
More than 10 million people all across the United States have visited J.D. Mellberg’s websites to learn how a financial professional with his expertise helps each client design retirement income strategies to suit his/her goals. Josh’s popular financial information videos have been downloaded and viewed more than 4 million times over the past year, with an average of 350,000 visitors each month.
J.D. Mellberg Financial believes in informing our clients through live seminars, his series of videos, and additional white paper materials. They recognize that the continuous education of their financial professionals helps them offer more proven alternatives and tools for clients to help them make more informed decisions about their future.
At its inception, the firm employed five staff members working tirelessly to help clients structure their retirement funds in ways that would help provide them greater financial confidence, lifelong income,** and potential growth. Today, the firm has more than 120 employees and 200 Advisor/Agent affiliates nationwide, and continues to grow.
Inc. Magazine recognized J.D. Mellberg Financial in its Hire Power list in 2013 for increasing its employee count by 84% over the previous 18-month period through June 2013.
In addition to the corporate staff in Tucson, J.D. Mellberg’s Face2Face™ program is composed of a network of over 200 retirement income planners around the country who are personally trained by Josh Mellberg to utilize his philosophies and uphold high standards.