About Us

Financial Designs Ltd. (FDL) is headquartered in Denver and is a recognized leader in wealth transfer planning for families of multi-generational wealth and executive benefits planning for owners and key executives of large, privately held and public companies. The firm brings more than 700 years of collective experience and insight to serving clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel.

FDL is a member of the CoBiz Financial family. CoBiz Financial is a multi-billion dollar financial company (Nasdaq: COBZ) headquartered in Denver, Colorado. CoBiz customers take advantage of the CoBiz family of financial services to guide them through all stages of their financial lifecycle, both personally and professionally.