Simplifying the World of Finance

Financial Designs Wealth Management (FD Wealth) provides holistic financial solutions customized for your unique goals, priorities, and needs–so you can build, manage, and preserve your wealth for generations.

Experience Finance Differently. Experience FD Wealth.

Comprehensive financial services that empower you. Our broad range of solutions meets you where you are, emphasizing strategic planning executed with care.

Financial Planning

Collaborate on custom strategies that align with your personal goals–short and long-term.

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Your planning journey begins with a conversation. We take the time to understand your current financial situation and future goals, then put together a plan of action, presented simply.

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Wealth Management

Experience a disciplined approach to personalized cash & investment management that makes your money work for you.

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Together with a trusted independent advisor, learn about why we believe multifaceted wealth management is crucial to maintaining and growing your net worth.

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Retirement Planning

We help you secure your future with effective & proactive retirement solutions.

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We help you identify your retirement goals and strive to develop a resilient, efficient plan for the future.

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Employer Retirement Plans

Administer a competitive employer retirement plan tailored to your company and employees.

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Dive deep into retirement plan options with an independent, knowledgeable expert. Emerge with a unique plan design that maximizes the benefit for you and your people.

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Estate Planning

Sleep well knowing the next generation is set up for a seamless transition and your legacy is carried out exactly as you wish.

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We quarterback the process with your attorney by explaining the overwhelming legal jargon simply; ensuring protection of your legacy and assisting in providing financial wellbeing for your family, present and future.

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Life Insurance

Custom solutions to protect what 
matters most.

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We help secure the right policy for your situation, protecting your family, business, and legacy throughout your lifetime and beyond.

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We Take Your Personal Finance, Personally.

You deserve customized financial solutions from experienced advisors whose main priority is You & Yours. 

Independent

Because we believe in giving you every option. Our independent status allows us to focus solely on your best interests, offering flexibility across a wide range of strategies and services.

Transparent

Because we want you to feel educated & empowered. As fiduciaries, we strive to provide full transparency, ensuring our clients understand the “why” in every suggestion.

Simple

Because we simply care. Finance doesn’t have to be complicated, confusing, or challenging. At FD Wealth, we’re shifting the paradigm. We focus on to-the-point, educational advice that leaves you ready and prepared, not confused, and overwhelmed.

Personalized

Because your financial security is too important for a one-size-fits-all solution. We believe in creating bespoke financial plans that reflect your unique situation, goals, and aspirations. Financial Designs Wealth is boutique for a reason–so we can give you the time and dedication you are entitled to.

A Family-Owned Business With a Tight-Knit Team of Independent Advisors.

Together, we strategize using our specialized expertise for wide-ranging, thorough holistic financial solutions. Meet the Financial Designs Wealth Advocates working hard to make your money work for you.

Founding Principal

Founding Principal & CCO

FINANCIAL DESIGNS WEALTH MANAGEMENT FINANCIAL DESIGNS

Explore the Newest In the World of Finance.

We share the latest insights in financial planning, market trends, and investment strategies–and how they may affect you.

Fed Cuts Fifty: The Easing Cycle Has Commenced

By Bill Smith, Fixed Income Trader and Portfolio Manager On Sept. 18, the Federal Open Market Committee (FOMC) cut interest rates by 50 basis points (bps), commencing its first easing cycle in nearly four years with a bang. Most analysts

FD Wealth Celebrates Doubling Assets

We are excited to announce that Financial Designs Wealth has experienced remarkable growth, doubling in client assets! This incredible milestone is a testament to our team’s hard work and our clients’ continued trust in us. As we continue to grow,

Taking the Stress Out of Financial Planning

We are thrilled to share our recent feature in USA Today, where Jennifer discusses how FD Wealth is helping clients overcome the stress of financial planning. From simplifying complex concepts to creating personalized strategies, our team is committed to supporting

Dont Fight the Fed!

By  Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Cuts Have Arrived The week ending Sept. 13 was the best week of the year for the market, with the S&P 500 up over 4%. This puts the market

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