About
A One-Advisor Planning Firm, by Design
Discovery Wealth Planning LLC is a Registered Investment Advisor based in Vienna, Virginia, in Fairfax County just outside Washington, D.C. I started the firm in early 2022 to serve clients in a different way. Today, every new client relationship is hourly and advice-only, and I don’t sell any financial products.
I own and operate the firm, and I have no employees. When you call or email, you reach me. I meet with you, build your plan, and answer your follow-up questions myself.
I believe “discovery” is the most important stage of the planning process, because it uncovers what matters most in your life. Then we can put your resources toward it with purpose and intention.
In every part of personal financial planning, I encourage a simpler approach. Far too much complexity is sold in the financial marketplace, and most of it is unnecessary.
Meet Chris
Chris Urban, CFP®, RICP®, TPCP®
Founder and Owner
When you work with Discovery Wealth Planning, you work directly with me. I take a life-centered approach: before I propose any strategy, I take time to understand your current situation, goals, values, and purpose. My specialties are retirement income planning, tax planning, and investment planning.
I have more than 20 years of experience in the financial services industry. Before founding Discovery Wealth Planning, I served as a wealth advisor at an investment advisory firm in Northern Virginia. Earlier, I held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional™. I have a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University.
I live in Vienna, Virginia, with my wife Lauren and our daughters, Avery and Sienna. In my free time, I enjoy running, biking, playing golf and pickleball, and watching college football and golf on TV.
Interested in learning more? Schedule a free, 30-minute call with me. I look forward to getting to know you.
What Working With a Solo Advisor Means for You
- You work with me from the first call through every follow-up question, and nobody else handles your plan.
- My service model suits a solo practice. I give the advice and you implement it, so your accounts stay with you, at the custodian you choose.
- I keep introductory-call availability limited on purpose, so my existing clients can reach me when they need me.
- When you need specialized help, I can refer you to outside professionals in my network, such as CPAs and estate attorneys.
- If something happens to me, clients will be told that Discovery Wealth Planning LLC is winding down, and any unpaid fees for recent services will be forgiven.
Questions About Working With Me
No. It is just me. I own and operate Discovery Wealth Planning LLC.
Unfortunately, no. The Testimonials page serves as this resource.
If something happens to me, clients will receive a communication that Discovery Wealth Planning LLC is being wound down and will no longer offer services. Any unpaid fees for recent services rendered at that time would simply be forgiven.
My office is at 111 Church St NW, Suite 201, Vienna, VA 22180, just outside Washington, D.C. Meetings take place by video call and/or in person, so many clients work with me remotely.
Have Questions Before We Talk?
Most of the answers prospective clients look for are on the FAQ page, from fees to who implements the plan.