Overview

Discover Financial Partners

Information by Research TrustFinance

https://www.dfpartners.com/

Discover Financial Partners is an independent, Chicago-based wealth management firm founded in 2017 by a team of experienced advisors from Merrill Lynch. The firm operates as a Registered Investment Adviser (RIA), providing personalized financial services with a fiduciary standard of care. Their core mission is to offer a client-centric approach to managing wealth, focusing on services such as retirement planning, investment management, estate planning, and risk management for individuals, families, and institutions.

Founded in
Australia

Australia


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service