About The Financial Discovery Group

The Financial Discovery Group was established in 1996 in Atlanta, Georgia to serve the financial planning and investment advisory needs of individuals and families.  As your advisors, we can help you prepare for and navigate through many of life’s changes and transitions.

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. 

Our advisors have earned masters-level degrees and professional certifications, including

• CERTIFIED FINANCIAL PLANNER TM (CFP®),
• Chartered Financial Analyst
• Certified Public Accountant, and
• Personal Financial Specialist.
 

Please see the links below for descriptions of these certifications.

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.  In analyzing your net worth, we consider all of your assets, including your earnings potential and savings ability as well as your other financial needs such as lifestyle, retirement, bequests, and taxes.

We specialize in helping clients through ongoing investment management and retirement, estate, insurance, and tax planning.

To learn more about The Financial Discovery Group and how we can serve you, please download : Form CRS - Client Relationship Summary .