Financial Discovery
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as individual/solo 401(k) plans, estates, trusts and custodial accounts; clients are generally expected to meet the firm’s minimum account size. Financial planning — covering cash flow, retirement, insurance, tax, education funding and estate considerations — is included for clients who use the firm for investment management, and one-time plans are available on a negotiated basis for non-clients.
The firm tailors portfolios to each client’s projected cash-flow needs using an asset‑liability matching framework combined with fundamental valuation and economic‑cycle analysis, implementing strategies that include long‑term holdings, short‑term purchases and options. It typically manages accounts on a discretionary basis, offers at least annual reviews, directs most trades to a single recommended custodian, and does not aggregate orders for multiple clients.
A noteworthy feature is that a principal of the firm operates a separate accounting and tax practice that can provide accounting and tax preparation services under a separate engagement; those services are provided on an hourly basis and historically account for under ten percent of firm time and revenue. The firm also generally requires custody with its recommended custodian for accounts it manages, does not accept proxy‑voting authority, and maintains a relatively small client roster for its level of assets under management.
Client services
Expertise
Occupation focus
Fee options
Negotiated fee for one-time financial plans for non-advisory clients
$0 - $750,000: 1.25% $750,000+: 1.00%
Account minimum: $500,000 Minimum fee: $6,250 minimum annual fee for portfolio values less than $500,000
Main office
200 Ashford Center North, Suite 130
Atlanta GA 30338
Advisors at this office
3
Most active in
Georgia
Also doing business as
Financial Discovery · The Financial Discovery Group,Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Galina C
CFP®, PFS™
Atlanta, GA
Financial Discovery
Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.
John H
CFP®, CFA®
Atlanta, GA
Financial Discovery
John Huber is a CFP® and CFA® with 14 years of industry experience. He has been with Financial Discovery since 2010. Financial Discovery provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, and retirement accounts. The firm uses an asset-liability matching framework combined with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews to clients.
Nicole W
CFP®
Atlanta, GA
Financial Discovery
Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)