Founded on a mission to change how people think about financial advisers.
We recommend wealth solutions the best serve your needs and where your goals come first. At Discover every financial decision revolves around you!
Established in 2008, Discover has evolved to provide proven solutions to their clients’ wealth creation, protection and financial management needs.
We knew something had to change when Financial Planners were seen as salespeople in disguise; making everything complicated, talk over your head and push their products and banks and ignore your financial goals.
We are a privately-owned firm and not aligned to a major bank or financial institution.