When I think of a true “Destination Firm”, I envision a firm that stands out among the best financial advisor firms to work for—one that attracts clients, advisors, and stakeholders alike. This firm helps people live their best financial and vocational lives through community, growth, and scale. Financial Design Group is a perfect example of a true “Destination Firm.” From the leadership team and culture to the client service model and client-facing deliverables, FDG sets the standard for what firms in the financial advisory ecosystem should aspire to become, especially for those considering a financial advisor transition or looking to join LPL. For those ready to move to an independent firm, FDG represents a model of supported independence that others should emulate.

It's so nice here; the people at FDG are wonderful. All they want to do is help you transition smoothly to an independent firm. I don't know why I didn't explore the best financial advisor firms to work for years ago, and I hope you all have the same positive experience as I did when I decided to join LPL and embrace supported independence.

Under the exceptional leadership of Mike Clements and Jason Strasser, our team has flourished and achieved remarkable success, making us one of the best financial advisor firms to work for. Mike and Jason embody the qualities of inspiring and effective leaders, consistently guiding our team to new heights of excellence. It has been an absolute pleasure to work for them, especially as we navigate the financial advisor transition to a more independent model. I am grateful for the opportunity to join LPL and support our independence as we move to an independent firm. I am confident that their vision and guidance will continue to lead our team to even greater achievements.

I have been with the Financial Design Group for 35 years, and I have never been more excited in my career than now. Our transition to LPL Financial as our broker dealer has provided us with the resources to better serve our clients while offering a wide array of options for helping them increase and protect their wealth. As one of the best financial advisor firms to work for, FDG creates synergy within our team. The administrative support I receive from our back-office team is phenomenal; I appreciate how they help me track and manage details that would otherwise consume my time. Even my experience with my broker/dealer is enhanced because of the helpful FDG team. I value the proactive leadership at FDG and their utilization of technology, which allows me to serve my clients effectively as I join LPL and embrace the move to independent firm status, fully supported in my independence.