Why Partner With Financial Design Group?
Our Mission
Since Financial Design Group was founded in 1995 everything we do is centered around helping our clients make informed decisions while positioning our advisors to do what they do best. The firm’s singular focus is to make it easy for the advisors to do business and position them with the tools, resources, and curated products to put their clients’ interests first. We are affiliated as an OSJ with LPL to better position the firm to deliver on these commitments to our advisors and clients.
FDG works to leverage LPL's leading platforms to integrate and streamline business management tools and has built a dedicated support team to reduce the "friction" of doing business so advisors can free up time to focus on their clients, business and personal relationships. FDG is strategically structured to empower financial advisors to succeed as independent business owners by providing customized support and services that align with each advisors’ unique needs.
Built by and for advisors, we understand the challenges of operating a financial services practice and know how important it is to deliver solutions tailored to the needs of our affiliated advisors and their clients. FDG's mission is to be the partner of choice for advisors looking to affiliate with LPL by supporting our partner firms and advisors with customized support services, resources, reduced expenses, operational efficiencies, and an evolving platform that is aligned with the overarching goal of empowering our advisors and member firms to optimize their time and impact on their clients and personal lives.