Curated News
By: NewsRamp Editorial Staff
February 22, 2026

FDG Expands with Jim Jack Team, Empowering Advisors in Independence

Discuss on Substack View History of this news story on GitHub
Original Source

TLDR

  • Financial Design Group gains competitive advantage by attracting top advisor talent like the Jim Jack team, expanding to nine offices and leveraging LPL Financial's institutional scale.
  • FDG's supported independence model provides advisors with full practice ownership while handling back-office operations through LPL Financial's platform, AI tools, and dedicated support teams.
  • This model allows advisors to focus entirely on client relationships and personalized wealth management, creating better financial futures for individuals and families.
  • The new Independence, OH office location ironically symbolizes FDG's independence model, where advisors gain freedom without isolation through comprehensive institutional support.

Impact - Why it Matters

This news matters because it reflects a broader trend in the financial advisory industry where professionals are increasingly seeking models that balance autonomy with robust support. For clients, this shift can lead to more personalized and attentive service, as advisors freed from administrative tasks can focus on tailored wealth management strategies. The supported independence model, exemplified by FDG's partnership with LPL Financial, addresses common pain points like operational burdens, potentially enhancing advisor retention and client satisfaction. In a competitive market, such innovations may drive higher standards of care, impacting how individuals plan for retirement and manage their finances, ultimately fostering greater trust and efficiency in financial services.

Summary

Financial Design Group (FDG), a 30-year-old financial services firm based in Toledo, Ohio, has strategically expanded its footprint by opening its ninth branch office in Independence, OH. This significant growth is fueled by the addition of the Jim Jack team, a seasoned group of wealth advisors formerly with Ameriprise Financial, who bring over 30 years of combined experience in personalized wealth management and retirement planning. The move is symbolically fitting, as the "Independence" location underscores FDG's core offering: a supported independence model that allows financial advisors to own 100% of their practice while benefiting from institutional-scale resources and dedicated support, eliminating the isolation often associated with going fully independent.

The transition highlights a competitive war for advisor talent, with FDG attracting seven new advisors in the past year from major firms like Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco. Key executives, including President Michael Clements and Executive Vice President Jason Strasser, emphasize that FDG's model empowers advisors by handling administrative burdens, back-office operations, and implementation details through innovative technology and dedicated support teams. This structure enables professionals to recapture time and focus entirely on client relationships and growth, leveraging resources from LPL Financial, with which FDG has been affiliated since March 2023, now supporting 20 advisors across nine offices in five states.

For more details on the Jim Jack team or opportunities to collaborate with FDG advisors, interested parties can visit www.fdgonline.com, while advisors exploring FDG's supported independence model are directed to JOINFDG.com. This expansion not only marks FDG's latest success but solidifies its position as a destination firm in the evolving advisory landscape, offering a seamless transition with AI-powered tools, streamlined workflows, and on-site onboarding for a true "soft landing." The firm's commitment to excellence, as reflected in its new office at 4401 Rockside Road, Suite 201, Independence, OH 44131, continues to drive its mission of helping clients achieve long-term financial success through tailored wealth management solutions.

Source Statement

This curated news summary relied on content disributed by 24-7 Press Release. Read the original source here, FDG Expands with Jim Jack Team, Empowering Advisors in Independence

blockchain registration record for this content.