A complete list of active advisors currently associated with Financial Designs Wealth Management

Warmer can help you find a great advisor at Financial Designs Wealth Management or one who fits your needs even better.

Financial Designs Wealth Management serves individuals, high‑net‑worth clients, trusts, corporations, and retirement plan sponsors with wealth management and portfolio management services, offering both discretionary and non‑discretionary oversight, selection of third‑party managers and separately managed accounts, and retirement plan consulting. The firm advises across traditional asset classes and, where appropriate, alternative investments, and also provides financial planning and estate‑planning coordination using an online document platform for simpler estates. FD Wealth constructs personalized investment strategies based on client objectives and risk tolerance, emphasizing asset allocation, diversification, and periodic rebalancing while monitoring third‑party manager performance and model portfolios. For retirement plans the firm delivers consulting and administrative support through a sub‑advisory relationship with Dynamic Advisor Solutions, including plan design, investment line‑up maintenance, participant education, and acting as a liaison, while generally providing non‑discretionary advice to plan fiduciaries. Compared with many peers, FD Wealth is affiliated with an independent insurance agency and its advisers are licensed insurance agents and registered representatives, which the firm discloses as a source of economic benefits and potential conflicts (including occasional commission‑based insurance sales). The firm also reports a sizable amount of assets under advisement in variable insurance products and annuities, receives a portion of fees through its Dynamic relationship, and discloses a prior complaint related to the sale of a variable life policy that was later rescinded by the insurer.

To learn more about the advisors currently working at Financial Designs Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.