About the Financial Discovery Group


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 experienced advisors have earned advanced degrees and respected professional certifications, including

  • Chartered Financial Analyst
  • Certified Public Accountant, and
  • Personal Financial Specialist.

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 achieve financial peace of mind through ongoing investment management and retirement, estate, insurance, and tax planning.  By listening to and understanding your needs, we can assist you in selecting the right course for your overall financial goals and objectives.

To learn more about The Financial Discovery Group and how we can serve you, please contact us.


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