Financial Design Group (FDG), a financial services firm headquartered in Toledo, Ohio, has opened its ninth branch office in Independence, OH, with the addition of the Jim Jack team from Ameriprise Financial. The new location, at 4401 Rockside Road, Suite 201, Independence, OH 44131, symbolizes the firm's supported independence model, which enables financial 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 includes Jim Jack, with more than 30 years at Ameriprise Financial, along with 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. After a long tenure at Ameriprise, Jim Jack sought a platform that combined LPL Financial's robust resources with genuine, personalized 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. This structure allowed my team the independence and ownership we were seeking with the personalized support of a firm like FDG.'
Jason Strasser, Executive Vice President of FDG, emphasized the firm's ongoing investment in its platform: '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.' 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 and now supports 20 advisors across nine offices and five states, providing 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, President and CEO of FDG. '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. For advisors who want to learn about FDG's supported independence model, visit JOINFDG.com.
