About

Richard Dvorak, CFP®, CLU®, CEPA® is the founder and managing director of Discovery Point Wealth Advisors. 

Founded in 2000, our firm strategically aligns your business, financial, and personal goals, specializing in fee-based financial planning and wealth management. 

Clients with $3MM+ in liquid assets or businesses exceeding $10MM revenue find success under Discovery Points proactive and personal guidance. 

Services include exit planning, tax minimization, estate planning, wealth management, and risk management.