Our Firm

 Discovery Financial, LLC is an independent full service firm, with over 100 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 advise, 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 products and securities.  We also believe that continual monitoring of your plan is critical to its success.

 

*Based on total revenue, Finanical Planning Magazine June 1996-2010.