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 (including high-net-worth clients), trusts, corporations, and retirement plan sponsors, offering wealth management and portfolio management on both a discretionary and non-discretionary basis, retirement plan consulting, and estate planning coordination. The firm implements client strategies through third‑party money managers and separately managed accounts and documents engagements via an Investment Management Agreement. FD Wealth builds personalized portfolios emphasizing asset allocation, diversification, and periodic rebalancing, drawing on fundamental and technical analysis and investing across equities, fixed income, ETFs, mutual funds, and alternatives. The firm monitors sub‑advisers and uses institutional custody and reporting services (including Fidelity) and delivers retirement plan consulting and support to other advisers via an agreement with Dynamic Advisor Solutions. What distinguishes FD Wealth from many peers is its material affiliation with FD National, an insurance agency: several advisers are licensed insurance agents and registered representatives and the firm reports substantial assets under advisement in variable insurance products, annuities, and 401(k) plans (about $202 million), while also receiving a portion of retirement‑plan fees from Dynamic. These relationships create potential conflicts of interest (including commission-based compensation and revenue-sharing), which the firm discloses and manages through policies and procedures.

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.