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About Discovery Financial

Comprehensive Financial Planning

Comprehensive Financial Planning

Discovery Financial, is an independent full-service firm, with over 70 years of combined experience in the financial services field. Our association with LPL Financial, the largest independent broker dealer* in the country, allows us to offer access to independent independent advice, products and services. We provide our clients with a comprehensive financial plan with the end in mind in an easy-to-understand format. We have the ability to implement your plan using a wide variety of services. We also believe that continual monitoring of your plan is critical to its success.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

Our Mission Statement

Discovery Financial recognizes the value and trust you place with us in helping you plan for your financial goals and needs. Our mission is to create financial confidence and to help build your wealth by design - not by default.

Community Outreach

Community Outreach

At Discovery Financial, we are dedicated to giving back to the Grand Rapids community. Learn more about our community involvement and community events. 

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Client Events

Client Events

From baseball games to golf outings, our team loves showing our commitment to our clients through our annual client appreciation events. 

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Client Resources

Client Resources

We are dedicated to providing our clients with current and helpful resources, visit our resource center to view recent articles, market commentary and more.

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Our Qualifications

The LPL Financial Advisors at Discovery Financial believe in providing the most up-to-date and accurate information as possible. To do that, we are constantly participating in on-going financial education. Our advisors have also obtained, along with their required federal and state registrations, more advanced designations in the financial services profession.

Chartered Financial Consultant (ChFC®) – Obtained through The American College by professionals who have completed an eight-course curriculum focused on financial planning.  With the ability to pass a series of written exams, the ChFC® is maintained by adhering to an ethical standard set forth by The American College and by completing 30 hours of continuing education every two years.

Chartered Life Underwriter (CLU®) – Widely recognized as the highest level of studies in the life insurance profession.  The designation is earned through The American College by completing an eight-course curriculum and by passing a series of written exams.  Emphasis on life insurance needs for individuals, business owners, professionals, including income replacement, estate planning and wealth transfer. The CLU® is maintained by adhering to an ethical standard set forth by The American College and by completing 30 hours of continuing education every two years.

Learn How Discovery Financial Can Help You Plan For Retirement & Preserve Your Wealth

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