Financial Design Group is a family-owned wealth management firm dedicated to helping individuals, families, and institutions navigate their financial lives with clarity and confidence. Founded in 1996 and rooted in Western New York, the firm was built on a commitment to long-term relationships, thoughtful planning, and personalized advice. While our foundation is local, we proudly serve clients across the country.

As an independent firm affiliated with Osaic, Financial Design Group combines the flexibility and personalized approach of an independent advisor with the deep resources, technology, and scale of a national wealth management platform. This structure allows us to deliver objective guidance while providing access to institutional quality investment solutions, advanced planning capabilities, in depth market insights, and a broad network of industry specialists, while maintaining the independence and relationship driven approach that define our firm.