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Join FDG

What We DoPartnership That Puts Advisors First

You have built your practice through hard work and dedication. Now, you deserve a partnership that helps you take it further. Financial Design Group offers experienced advisors the tools, flexibility, and collaboration to grow with confidence.

Whether you are looking to transition your existing practice, expand your client base, or gain the freedom to serve clients your way, FDG provides the guidance and resources to make it happen.

ServicesWhy Advisors Choose Financial Design Group

Every advisor’s path is different, but success comes easier with the right partnership. FDG provides the structure, technology, and support that allow you to stay focused on your clients and your goals.


Independence With Structure

Operate your practice your way with proven systems and resources that support growth.


Seamless Transition Support

Our dedicated onboarding and Service360 concierge team ensure a smooth, efficient move to independence.


Shared Resources

Collaborate with a network of professionals and access tools that help you serve clients better.


Business Growth Support

Gain strategic guidance, marketing support, and recruiting assistance to strengthen your client relationships.


Team Collaboration

Team Collaboration Work within a culture built on partnership, trust, and shared success.


Back-Office Efficiency

Back-Office Efficiency Simplify your operations with AI-powered workflows and integrated compliance support.

What Our Advisors Say

Advisors across the country have joined FDG for one reason: trusted partnership. Hear from the professionals who built their independence and growth through our shared platform and values.

Brad Skiles (30+ years with FDG)

“I have been with Financial Design Group for more than three decades and have never been more confident in my career. Our transition to LPL Financial gave us greater resources to serve clients while maintaining true independence. FDG’s administrative and leadership support has been phenomenal, helping me manage the details of my practice and continue growing with purpose.”

Kelly Hamad (20+ years with FDG)

“FDG has allowed me to build my practice in the way that best fits my goals. The team is encouraging, responsive, and always ready to help. They make independence simple by providing the structure and support that let me focus on my clients.”

Steve Superits (10+ years with FDG)

“Mike and Jason have been incredible mentors and supporters as I navigate the evolving financial landscape. They consistently provide insight, guidance, and practical help to strengthen my practice. FDG’s leadership and technology allow me to serve clients with confidence and efficiency.”

Greg Mikesell (25+ years with FDG)

“When I chose FDG, I was seeking a culture of integrity and client-first values. That is exactly what I found. FDG gives me complete flexibility to operate my business my way while providing the support and community that make independence rewarding.”

Ty Williams (Affiliated 2025)

“I underestimated how impactful the FDG and LPL platform would be for my business. The resources, structure, and team have elevated my client relationships and allowed my practice to grow faster than I expected. My only regret is not joining sooner.”

Angela P. (In partnership since 2011)

“Under the leadership of Mike Clements and Jason Strasser, our team has reached new levels of excellence. FDG’s model empowers advisors to serve clients while building their own independent success. The team’s vision continues to inspire and elevate everyone they work with.”

Patrick Dammert (Affiliated 2024)

“The people at FDG are outstanding. My transition to independence was smooth and well supported from start to finish. I wish I had made the move years earlier.”



Access to Tools That Work for You

Access to technology is not enough. We make it work for you by combining LPL’s platform with people, systems, and processes that remove day-to-day friction and improve your client experience.

What FDG DeliversWhat You Gain
Trained team to answer your office phoneWhite-glove client service without overhead
AI-powered tools and streamlined workflowsGreater efficiency and less stress
Integration of LPL tech into your daily processReal leverage, not just access
Transition support tailored to your businessIndependence and scale without chaos
On-site onboarding teamA seamless switch with minimal disruption

Contact UsReady to Learn More?

If you’re exploring new opportunities to grow your advisory business, we’d love to connect. Fill out the form below and a member of our team will reach out to start the conversation.

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