Discovery Financial is a locally owned and operated business that has been providing fiduciary-based financial planning and wealth management services since 1992. They offer a range of services including IRAs, 401ks, 529s, Roths, and CDs, with securities and advisory services provided through LPL Financial.
Clients have consistently praised the team at Discovery Financial, particularly highlighting the personalized attention and care they receive. Many have been clients since the 1990s and appreciate the dedication of the staff, especially David, who ensures that their financial needs are met promptly. New clients often come through recommendations and are pleased with the comprehensive financial reviews and strategies provided.
Discovery Financial is recognized for its ability to create tailored financial plans that not only focus on retirement investments but also help reduce tax burdens and secure comfortable retirement cash flows. Clients feel reassured knowing their portfolios are well managed and that they have a reliable partner in their financial journey. The team’s combination of expertise and kindness sets them apart, making them a trusted choice for those looking to invest safely while achieving growth.
We have been so happy to have enlisted David to help us with our financial planning! He has given us sound advice while considering all of our circumstances, is pleasant to work with, responsive, easy to contact, and clearly communicates suggestions, information or directions. We are extremely happy to have him as our financial advisor! Highly recommend!
My relationship with Discovery Financial began back in 2007 with a trust fund set up with Doug. Since then, I have transitioned to working with David and the rest of the team, and they have been phenomenal. They genuinely care about their clients and always provide the sound advice needed for long-term security.
When I retired from the Navy in Feb '25, I took the leap and transferred my entire TSP—representing 20 years of hard work—over to them. Entrusting your life savings to someone else can be intimidating, but the peace of mind that comes with having a team you trust for your future is invaluable. It was a seamless and stress-free move. If you want a financial… read full review
We’ve been with Discovery since the 1990s and always feel they have only our best interests in mind. First Doug for decades and now primarily David make sure we are informed and respond to our needs immediately. We never hesitate to recommend DFC to our friends and family as we know they be can be trusted to do the best job possible.
S & C Anderson
307 Dakota Street, Red Wing, MN 55066
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