Financial Discovery

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Client assets under management

$118,318,604

Clients

56% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,497,704

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

Financial planning Portfolio management

Expertise

Income planning Options & derivatives strategies Real estate investing General tax planning

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Negotiated fee for one-time financial plans for non-advisory clients

Percentage

$0 - $750,000: 1.25% $750,000+: 1.00%

Other

Account minimum: $500,000 Minimum fee: $6,250 minimum annual fee for portfolio values less than $500,000

Main office location

Financial Discovery

200 Ashford Center North, Suite 130

Atlanta GA 30338, United States

Number of offices

Most active in

Georgia

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 404-816-0160

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.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner

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.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner

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.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner

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