We are a financial management firm that provides personalized, fee-only planning and services to help our clients better understand, define and control their financial situation. Our experienced team offers personal attention and smart strategies for people as they manage all areas of their financial life, including investments, retirement, taxes, insurance, and estate issues.
The Financial Discovery Group operates as a commission-free practice, also known as "fee-only".
The Financial Discovery Group operates as a commission-free practice, also known as "fee-only".
Services
Financial Discovery is an independent, no commission / fee-only firm that provides objective advice. Our firm serves in a fiduciary capacity to you, always putting your interests first. Through the firm's team approach, the Principals collaborate in providing personalized service to each client. The advisors of Financial Discovery believe that investment and planning guidance should be based on your overall financial situation.
Every person's circumstances are different; therefore, every person should have a different investment strategy and allocation. Additionally, the investment allocation should be modified for each stage of your life, changes in your personal situation, and shifts in market outlook.
To provide flexibility for these allocation changes and to minimize investment fees and taxes, our firm uses liquid, low cost, tax efficient exchange traded funds (ETFs) and no-load mutual funds.We do not place client assets in proprietary funds or illiquid investments such as structured notes, hedge funds or private equity.
To provide flexibility for these allocation changes and to minimize investment fees and taxes, our firm uses liquid, low cost, tax efficient exchange traded funds (ETFs) and no-load mutual funds.We do not place client assets in proprietary funds or illiquid investments such as structured notes, hedge funds or private equity.
There are many choices in selecting a financial advisor and it is important to find an advisor that fits your personality and goals. Financial Discovery is a no-commission / fee-only firm that provides comprehensive planning and investment management. The Financial Discovery Group follows National Association of Personal Financial Advisors (NAPFA) standards for financial planning services to minimize conflicts of interest with clients.
Where are you & where do you want to go? In the introductory meetings, we listen to you and determine if we can provide the services required to meet your financial planning needs. We strive to provide a comfortable and confidential place to discuss your personal situation without any sales pressure.
The Financial Discovery Group operates as a commission-free practice, also known as "fee-only, " meaning we are compensated through a percentage of the assets we manage. The firm sells only its advisors' knowledge; it does not sell stocks, load mutual funds, insurance or proprietary products.
We believe this model minimizes conflicts of interest - our clients worry less about ulterior motives for advice since the firm is not paid for transactions.Clients also feel free to contact us at any time without worrying about receiving an hourly bill. The fees are transparent. Our fee is 1.25% annually for clients with investable assets up to $750,000.
We believe this model minimizes conflicts of interest - our clients worry less about ulterior motives for advice since the firm is not paid for transactions.Clients also feel free to contact us at any time without worrying about receiving an hourly bill. The fees are transparent. Our fee is 1.25% annually for clients with investable assets up to $750,000.
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