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

Financial Design Group has opened its ninth branch office in Independence, Ohio, marking a strategic expansion through the addition of veteran advisor Jim Jack and his team from Ameriprise Financial. The move represents more than geographical growth, as the location’s name symbolically aligns with the firm’s core business philosophy. Financial Design Group’s supported independence model allows advisors to own 100% of their practice while accessing institutional-scale resources and dedicated operational support.

The Jim Jack team brings decades of combined experience in wealth management, retirement planning, and client-focused strategies to Financial Design Group’s growing network. Jim Jack, who spent more than 30 years with Ameriprise Financial, was joined by experienced wealth advisors Nicholas Bloomhuff and Ryan Montanari in making the transition. ‘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, explaining his team’s decision to join Financial Design Group. ‘This structure allowed my team the independence and ownership we were seeking with the personalized support of a firm like Financial Design Group.’

Financial Design Group’s affiliation with LPL Financial in March 2023 has been central to its growth strategy, providing advisors with access to robust platforms and resources while maintaining operational independence. The firm now supports 20 advisors across nine offices in five states, with seven new advisors joining in the past year from various financial institutions including Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco.

Michael Clements, President and CEO of Financial Design Group, emphasized the firm’s value proposition for financial professionals. ‘Financial Design Group’s model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent,’ Clements said. ‘We handle the administrative burdens, implementation, and operational details so professionals can prioritize client relationships and growth—proving Financial Design Group as the destination firm in today’s evolving advisory landscape.’

The new Independence office operates from 4401 Rockside Road, Suite 201, Independence, OH 44131, and represents Financial Design Group’s continued investment in its advisor platform. Jason Strasser, Executive Vice President of Financial Design Group, noted the firm’s commitment to technological innovation and dedicated support teams that allow advisors to focus on client relationships rather than administrative tasks. Since partnering with LPL Financial, Financial Design Group has implemented AI-powered tools, streamlined workflows, and on-site onboarding processes designed to create seamless transitions for joining advisors.

For more information about Financial Design Group’s services and opportunities, visit www.fdgonline.com. Financial advisors interested in learning about the firm’s supported independence model can find additional details at JOINFDG.com.

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