Michael Clements has been actively involved in the financial services industry since 1999. He possesses an in-depth knowledge of investment strategies and has built a sound reputation for designing efficient wealth creation and preservation strategies for clients with Financial Design Group.
In 2007 Michael was invited to become the firm’s first equity partner. In 2009, he was named Co-Managing Partner, and in 2013 was named President of Financial Design Group. As President and an equity partner in Financial Design Group, Michael focuses his efforts to manage and grow the firm while maintaining the “Legacy of Loyalty” that FDG has established with its advisors, employees, clients, and the community. He specializes in working with the firm’s advisors on practice management and case development and helping guide leadership of the firm.
Michael continues to serve his private client base and actively consults with the firm’s advisors to develop strategies for the creation and preservation of multi-generational wealth for clients. His advice is grounded in a verifiable process based upon fundamental economic principles. Michael’s private clients include charitable foundations, closely held businesses, and a select handful of high income/higher net worth individuals. He routinely works in conjunction with attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.
A graduate of Ohio University, regularly participates in workshops and study groups to stay on top of the changing economic landscape and wealth management trends and techniques. Married for over 25 years, Mike feels his greatest accomplishment is his family. He and his wife, Allison, are actively involved in the community and are raising their three children (Foster, Lilly, and Sophie) to be committed to service as well.
Michael has served on the board of charitable organizations including two terms on the school board for Toledo School for the Arts and was a 2009 graduate of Leadership Toledo. In 2012 he received the 20 under 40 Leadership award based on 20 young community leaders from NW Ohio and SE Michigan under the age of 40. The award recognizes individuals who have distinguished themselves in their careers and/or in the community. This award is not representative of the views of clients and is not indicative of future performance or services.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.