Retirement-Focused
Tax & Investment Planning

We Work with Clients Around the United States.

What We Do

At Discovery Wealth Planning, we aim to clarify and simplify your financial life.
We want you to have the confidence to enjoy your retirement without any stress associated with your money.

Process

Our approach is different...

We believe that it is essential to take time to get to know one another, develop trust and confidence and truly understand each other’s perspectives, before committing to an ongoing relationship.

Learn more about our disciplined process to help guide your financial life and achieve your goals.

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

Yes, Discovery Wealth Planning serves as a financial fiduciary.

As a CERTIFIED FINANCIAL PLANNER™ professional, our founder and lead advisor, Chris Urban, must act in the best interests of clients, at all times and in all situations. As a financial fiduciary, he is held to the following duties:

  • Duty of Loyalty– As a CFP® professional, Chris must place the interests of his clients above his own, avoid (or fully disclose) conflicts of interest and receive clients’ informed consent.
  • Duty of Care– Chris must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of a client’s goals, risk tolerance, objectives, and financial and personal circumstances.
  • Duty to Follow Client Instructions– Chris must comply with all objectives, policies, restrictions and other terms of the engagement and all reasonable and lawful directions of his clients.2

Reference: https://www.cfp.net/-/media/files/cfp-board/standards-and-ethics/cfp-code-and-standards.pdf

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.

GET STARTED