Financial Design Group (FDG), a financial services firm based 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 office, located 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.
Jim Jack, who brings over 30 years of experience from Ameriprise Financial, leads a team that includes wealth advisors Nicholas Bloomhuff and Ryan Montanari. The team specializes in personalized wealth management, retirement planning, and client-focused strategies. Jack sought a platform that combined the robust resources of LPL Financial 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 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."
Michael Clements, President of FDG, emphasized the firm's supported independence model: "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 unique needs of each advisor and their clients."
Jason Strasser, Executive Vice President of FDG, highlighted 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."
Since affiliating with LPL Financial in March 2023, FDG has experienced significant growth, now supporting 20 advisors across nine offices in five states. The firm provides seamless transitions, back-office handling, AI-powered tools, and on-site onboarding. This expansion 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.
"FDG's model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent," said 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 FDG Online. Advisors interested in FDG's supported independence model can learn more at JOINFDG.com.
