Discovery Wealth Planning LLC
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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.