When I think of a true “Destination Firm”, I think of firm that is attractive to clients, advisors and stakeholders, helping these 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 the culture to the client service model and client facing deliverables, FDG is simply the standard for what firms in the financial advisory ecosystem should aspire to become. -Brian Church, CEO of Advisory DNA
It's so nice here; the people at FDG are wonderful. All they want to do is help you. I don't know why I didn't explore this years ago. I hope you all have the same positive experience as I did.
“Under the exceptional leadership of Mike Clements and Jason Strasser, our team has flourished and achieved remarkable success. 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 working for them and I am grateful for the opportunity. I am confident that their vision and guidance will continue to lead our team to even greater achievements” – Angel P. (13 year with FDG)
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. The FDG team creates synergy. My most difficult complex implementation challenges have come in my 35th year of business. The FDG administrative staff helped me successfully navigate the complexity and we implement the right client solutions. The administrative help I receive from our back-office support team is phenomenal. I appreciate how they help me track and manage details that would consume my time if left to myself. Even my experience with my broker/dealer is enhanced because of the FDG helpful team. I appreciate the proactive leadership of FDG and their utilization of technology to help me serve my clients.
“Mike and Jason have been connected “encouragers” for me and other advisors in growing one’s success and in better serving our clients. They take the time to understand the key issues for specific clients and regularly provide input to help us deliver the best financial advice for specific client needs. They have also been keen to help reduce the compliance/regulatory burdens of running a practice wherever possible.”-Steve Superits
I joined FDG in 2000 after exploring some of the best financial advisor firms to work for. After interviewing several firms, I decided that FDG matched the culture and values I was seeking in a financial firm. As a fiduciary, FDG has a legacy of always putting the client first. When I chose to join LPL, one of the most appealing aspects of moving to an independent firm was the complete flexibility and autonomy I have to build my practice the way I choose, supported independence being a key feature of my journey.
“The staff and team of support with FDG demonstrate a commitment to top notch client service with quick response time and thorough communication. I’m continually amazed at their work ethic in addition to doing it all with a great sense of humor.”
“FDG has allowed me to build my practice the way that best suits me. They are in the background to encourage me and to help solve problems, both big and small.”
I underestimated how impactful the FDG and LPL platform would be for my practice. It’s absolutely amazing what it has provided for my clients and my business—not just in terms of resources, but in growth and opportunity. I only regret not making the move sooner.