Financial Design Studio, Inc.

EST. AUM
$105,500,000

CONTACTS
3

CLIENT ACCOUNTS
452

Firm Details

Metro area Chicago
CRD Number 286686
Website financialdesignstudio.com
Client types

Overview

Financial Design Studio, Inc. (FDS) is a U.S.-based, fee-only fiduciary advisory firm, headquartered in Deer Park, Illinois. The firm provides comprehensive financial planning and investment management services for professionals, executives, and retirees seeking coordinated strategies across investments, taxes, and retirement income. FDS emphasizes tax efficiency, portfolio diversification, and long-term wealth preservation within customized, goals-based plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Design Studio, Inc.

Platform Details

Investment Preferences

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Address

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