Financial Design Group (FDG), a Toledo, Ohio-based financial services firm with three decades of experience, announced the opening of its ninth branch office in Independence, OH, on February 22, 2026. The new location welcomes the Jim Jack team, previously with Ameriprise Financial, marking a strategic expansion that underscores FDG's supported independence model. This model enables financial advisors to own 100% of their practice while leveraging institutional scale and dedicated support, a structure that FDG President Michael Clements describes as empowering advisors to succeed as business owners without building their practice alone.
The Jim Jack team brings over 30 years of experience from Ameriprise, including lead advisor Jim Jack and fellow wealth advisors Nicholas Bloomhuff and Ryan Montanari. The team specializes in personalized wealth management, retirement planning, and client-focused strategies. Jim Jack cited the desire for a platform combining LPL Financial's robust resources with genuine, personalized support as key to the move. "I wanted to find a place with the institutional scale and resources that come from LPL combined with an environment of support," Jack said. "I didn't want to have to worry about the back office and systems; I want to just focus 100% of my attention on my clients."
The new office is located at 4401 Rockside Road, Suite 201, Independence, OH 44131. Jason Strasser, Executive Vice President of FDG, emphasized the firm's investment in innovative technology and dedicated support teams to help advisors recapture time for client focus. This addition contributes to FDG's recent growth, with seven new advisors joining in the past year from firms like Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco. Since affiliating with LPL Financial in March 2023, FDG now supports 20 advisors across nine offices in five states, providing seamless transitions, back-office handling, AI-powered tools, and on-site onboarding.
Michael Clements, President and CEO, noted that FDG's model delivers full ownership without the isolation of going fully independent. "We handle the administrative burdens, implementation, and operational details so professionals can prioritize client relationships and growth," he said. For more information on the Jim Jack team or FDG's supported independence model, visit FDGONLINE.com or JOINFDG.com.
