Financial Design Group (FDG), a Toledo, Ohio-based financial services firm with three decades of experience, has announced the opening of its ninth branch office in Independence, OH. The expansion coincides with the addition of the Jim Jack team, formerly of Ameriprise Financial, bringing veteran advisor Jim Jack and his colleagues Nicholas Bloomhuff and Ryan Montanari into FDG's network. The move not only broadens FDG's geographic presence but also underscores the firm's supported independence model, which enables advisors to retain full ownership of their practices while benefiting from institutional scale and dedicated support.
Michael Clements, President of FDG, emphasized the model's appeal: '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.'
Jim Jack, who spent over 30 years at Ameriprise Financial, sought a platform that combined the robust resources of LPL Financial with 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 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.'
The new office is located at 4401 Rockside Road, Suite 201, Independence, OH 44131, and operates under FDG's commitment to excellence. Jason Strasser, Executive Vice President of FDG, highlighted ongoing investments: '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 attracting 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 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, President and CEO. '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 FDGONLINE.com. Advisors interested in FDG's supported independence model can learn more at JOINFDG.com.
