Your Trusted Partner for Professional, Independent and Unbiased Financial Advice.

We Work with Clients Around the United States.

Who We Are

Discovery Wealth Planning is a life-centered wealth planning business focused on establishing and developing trusted relationships with clients. We believe “discovery” is the most important stage of the wealth planning process because it allows us to uncover what is truly meaningful in your life, and then allocate your resources with purpose and intention.

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Frequently Asked Questions

You may be a good fit for our services if…

  • Work is optional. We excel in serving those who are financially independent (or will be soon).
  • You are open to going through an extensive discovery process to help us form the foundation of a client-advisor relationship built on trust and confidence.
  • You are open to a proactive, collaborative approach to healthcare, tax and investment planning, and you wish to outsource investment management to a qualified advisor.
  • Both you and your spouse/partner (if applicable) are willing to be active participants in the financial planning process.
  • You are age 55 or older and do not own a business.
  • You do not have any international tax planning needs.
  • You want to work with an advisor who provides organization, accountability, objectivity, proactivity, education and partnership.
  • Your net worth is between $2 million and $10 million.

Yes, Discovery Wealth Planning LLC is a fee-only advisor.
We charge a simple, straightforward fee for our wealth planning services and investment management, which means we receive no product commissions or other sales-related compensation. Our only compensation comes directly from clients

Affiliations and Partnerships

We are supported by a wide range of professional relationships and resources.

Ready to Get Started?

Schedule a 15-minute call with our founder. We look forward to discovering your life goals.