Our Firm

Discovery Financial, LLC is an independent full-service firm, with over 70 years of combined experience in the financial services field. Our association with LPL Financial, the largest independent broker dealer* in the country, allows us to offer access to independent unbiased advice, products and services.  We provide our clients with a comprehensive financial plan with the end in mind in an easy-to-understand format.  We have the ability to implement your plan using a wide variety of services.  We also believe that continual monitoring of your plan is critical to its success.  

*Based on total revenue, Finanical Planning Magazine, June 1996-2015.

 

 


Our Mission Statement    

Discovery Financial, LLC recognizes the value and trust you place with us in helping you plan for your financial goals and needs.  Our mission is to create financial confidence and to help build your wealth by design - not by default.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck