Discover Financial Partners
Information by Research TrustFinance
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.
Australia
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial