Financial Design Group Expands to Independence, Ohio with Veteran Advisor Team Acquisition

Financial Design Group announced the opening of its ninth branch office in Independence, Ohio, with the addition of the Jim Jack team from Ameriprise Financial. The move expands FDG's footprint and carries symbolic significance, as the "Independence" location aligns with the firm's supported independence model that empowers financial advisors to own 100% of their practice while benefiting from institutional scale and dedicated support. Michael Clements, President of FDG, emphasized that with their supported independence model, advisors can own their practice without having to build it alone, as FDG is strategically structured to empower financial advisors to succeed as business owners by providing customized support and services.

The Jim Jack team, led by Jim Jack with more than 30 years at Ameriprise Financial, includes experienced wealth advisors Nicholas Bloomhuff and Ryan Montanari. The team brings decades of combined experience in personalized wealth management, retirement planning, and client-focused strategies to FDG's growing network. After a long tenure at Ameriprise, Jim Jack sought a platform that combined LPL Financial's robust resources with genuine, personalized support. Jack explained that he wanted to find a place with institutional scale and resources that come from LPL combined with an environment of support, allowing his team to focus entirely on clients rather than back-office operations.

Jason Strasser, Executive Vice President of Financial Design Group, emphasized the firm's ongoing investment in its platform, focusing on building out innovative technology and experienced support teams to allow advisors to recapture time for client experience. This addition marks FDG's latest success in the competitive war for advisor talent, contributing to 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 in five states by providing seamless transitions, back-office handling, AI-powered tools, streamlined workflows, and on-site onboarding.

Michael Clements, President and CEO of Financial Design Group, noted that FDG's model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent. The firm handles administrative burdens, implementation, and operational details so professionals can prioritize client relationships and growth, positioning FDG as a destination firm in today's evolving advisory landscape. The new office operates under the same commitment to excellence that defines FDG, located at 4401 Rockside Road, Suite 201, Independence, OH 44131. For more information about FDG's supported independence model, advisors can visit JOINFDG.com.