Financial Design Group (FDG), a Toledo, Ohio-based financial services firm with over 30 years of experience, today announced the opening of its ninth branch office in Independence, Ohio, along with the addition of the Jim Jack team from Ameriprise Financial. The new location at 4401 Rockside Road, Suite 201, symbolizes the firm's supported independence model, which empowers advisors to own 100% of their practice while benefiting from institutional scale and dedicated support.
Michael Clements, President of FDG, stated, "With our supported Independence Model, advisors can own their practice without having to build it alone. FDG is strategically structured to empower financial advisors to succeed as business owners by providing customized support and services that align with the unique needs of each advisor and their clients."
The Jim Jack team brings decades of combined experience in personalized wealth management, retirement planning, and client-focused strategies. Jim Jack, with over 30 years at Ameriprise, sought a platform that combined LPL Financial's resources with genuine support. "I wanted to find a place with the institutional scale and resources that come from LPL combined with an environment of support," said Jim Jack. "I didn't want to have to worry about the back office and systems; I want to just focus 100% of my attention on my clients."
Jason Strasser, Executive Vice President of FDG, emphasized the firm's investment in technology and support: "We focus on building out our platform with innovative technology and experienced and dedicated support teams to allow our advisors to recapture time so they can focus on the client experience." The addition of Jim Jack's team marks FDG's latest success in attracting advisor talent, with seven new advisors joining in the past 12 months from firms including Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco.
Since affiliating with LPL Financial in March 2023, FDG has experienced significant growth, now supporting 20 advisors across nine offices and five states. The firm provides seamless transitions, back-office handling, AI-powered tools, streamlined workflows, and on-site onboarding for a true "soft landing."
"FDG's model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent," said Michael Clements. "We handle the administrative burdens, implementation, and operational details so professionals can prioritize client relationships and growth—proving FDG as the destination firm in today's evolving advisory landscape."
For more information on the Jim Jack team or opportunities to work with an FDG advisor, visit www.fdgonline.com. Advisors interested in FDG's supported independence model can learn more at JOINFDG.com.
