Chris Urban, CFP®, RICP®, TPCP®
Cash Flow & Investment Planning, Tax Strategies, Insurance Guidance - Age 55+
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Discovery Wealth Planning
Chris Urban, CFP®, RICP®, TPCP®
Vienna, VA
Serving Clients Nationwide
Cash Flow & Investment Planning, Tax Strategies, Insurance Guidance - Age 55+
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Investing
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Chris Urban, CFP®, RICP®, TPCP®
When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. He offers Cash Flow Planning, Investment Advice, Tax Strategies, and Insurance Guidance.Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles.
Chris is a CERTIFIED FINANCIAL PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University.
Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
- Tax Planning Certified Professional (TPCP)
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
111 Church St NW, Suite 201, Vienna, VA 22180
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a 30-minute introductory call. This is an opportunity for me to learn more about you and why you are reaching out today. I look forward to connecting with you!About Discovery Wealth Planning
Discovery Wealth Planning is a life-centered wealth planning business focused on establishing and developing trusted relationships with clients.We believe “discovery” is the most important stage of the wealth planning process because it allows us to uncover what is truly meaningful in your life, and then allocate your resources with purpose and intention.
At Discovery Wealth Planning, we aim to clarify and simplify your financial life. We want you to have the confidence to enjoy your retirement without any stress associated with your money.
We believe that effective financial planning occurs at the intersection of your money and your life. It is in this sweet spot that we have an opportunity to implement real, lasting improvements to your long-term financial well-being.
Education
Questrom School of Business, Boston University, MBA | Bentley University, Bachelor of Science, Finance
Hobbies and Interests
- Cycling
- Eating Out
- Exercising
- Family
- Golf
- Pickleball
- Relaxing
- Running
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Gen X
- Individuals
- Living in Retirement
- Single Women
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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A pleasure to work with Chris
✅ Wealthtender Certified Advisor Review™
Aug 21, 2026
We worked with an advisor from a large firm with an AUM fee, for many years. However, we lost confidence with them. We interviewed several financial planners before starting with Chris Urban. Working with Chris is a great experience. He listened closely to what we want and never pushed any products we do not need. He is always fast to answer my questions and respond to my emails. We have a very positive experience working with Chris. He is knowledgeable and took the time to explain different options in a way that was easy to understand. We appreciated that he listened to our goals and helped outline a plan that felt practical and realistic.
Relationship to Financial Advisor: Client as of Aug 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Clear concise well thought out financial advice
✅ Wealthtender Certified Advisor Review™
Aug 21, 2026
We had been using the same financial advisor at a large national firm for 20+ years who was a good friend and someone we trusted. However as I got closer to retirement I wanted a different type of advisor who focused on retirement income planning and all that goes along with that. I also wanted someone who charged a flat fee and not AUM. I researched many local firms and interviewed several. We started working with Chris in late 2024 after several phone / zoom meetings and an in person meeting. He analyzed our situation, listened to our concerns, and developed a plan that fits our needs and risk tolerance. We have engaged Chris on an annual basis and I appreciate the regular meetings and having the ability to contact him in between meetings with questions. I have recommended Chris to family members and would continue to recommend him to anyone looking for clear concise financial advice.
Relationship to Financial Advisor: Client as of Aug 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
If I Could Give Chris 10 Stars, I Would!
✅ Wealthtender Certified Advisor Review™
Aug 17, 2026
Working with Chris Urban has genuinely changed my life. Before meeting Chris, I never felt that I truly understood my finances. I often felt overwhelmed, uncertain, and as though I was simply a number rather than an individual with my own circumstances, goals, and concerns. Chris changed all of that. He is incredibly kind, patient, thorough, and never makes me feel uncomfortable asking questions. He takes the time to explain everything in a way that I can actually understand. After our conversations, he follows up with detailed notes, clear instructions, and helpful explanations so I always know what we discussed and what steps I need to take next. I never feel rushed, dismissed, or left wondering what to do. I sincerely wish I had met Chris when I was in my 30s. However, because of his guidance, I now have something I never had before: real confidence in my financial health, my future, and my retirement. That sense of clarity and security is truly priceless. Chris does not simply provide financial advice—he listens, educates, encourages, and treats me like a person. I trust him completely and recommend him without hesitation. If I could give Chris 10 stars, I absolutely would!
Relationship to Financial Advisor: Client as of Aug 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A professional advisor you can trust
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I looked at going with a very large company but didn't like the hard sale. I found several very good recommendations for Chris as a financial planner. I scheduled a free meeting with him and his no pressure approach appealed to me. My wife and I contracted with Chris to do an advisement so I could still control my investments. I went with most of his advice and it has worked out very well for me and my family.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted, Tax-Savvy Advisor Who Simplified and Improved Our Portfolio
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris Urban has been an outstanding financial advisor for our family. He helped us move from a high-fee advisor with an overcomplicated mix of securities to a simpler, better-performing portfolio that we actually understand. He has a deep grasp of tax implications and has thoughtfully structured our investments with taxes in mind. Most importantly, I trust Chris—he never tries to push high-fee products we don’t need and always explains our options clearly. Five stars without hesitation.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Personable Financial Advisor
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
After an extensive search, we hired Chris at first only on a project basis to review our overall situation and to make recommendations. He was so thorough and pleasant to work with that we hired him as our ongoing advisor. After being with Vanguard for many years and not receiving the individualized attention that we needed, making the switch to Chris and Discovery Wealth Management has been well worth it. We receive more attention for less than we were paying Vanguard, with an upgrade in quality. It is good to know that a trusted advisor has a thorough understanding of our situation. We highly recommend Chris and Discovery Wealth Planning!
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Perfect for Us
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I spent a lot of time researching the types of financial planners available. I wanted a fee based, ideally, hour based person. We are very happy that we went with Chris. He put us through a full examination of our financial condition and gave excellent advice which we have followed. Two years from retirement and exactly what we needed. And he's super friendly and patient. I highly recommend him.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expert Financial Guidance for a Smooth Transition to Retirement—No Subscription Fees
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
We’d describe ourselves as informed investors, but not experts. We’re steady savers and tend to follow a buy-and-hold approach, mainly using ETFs. As we step back from full-time employment into retirement, we wanted a professional to help us make smarter, more confident decisions during this transition. That’s exactly why working with Chris has been so valuable. A big advantage is the hourly structure. You’re not locked into an assets-under-management model, and Chris emphasizes engaging only when you actually need help. We’re more than happy to pay for the work he performs, rather than a subscription-style fee whether we use the service or not. It makes the relationship feel straightforward and aligned. Indeed, the value proposition is always clear. Chris met us where we were, filled in the gaps in our knowledge, and helped us think through decisions clearly. He didn’t talk over our heads or oversimplify things. Instead, he explained concepts in a way that actually made sense. One of the biggest benefits was the detailed modeling Chris did for our situation. He carefully built out scenarios showing how changes in savings, withdrawal strategies, retirement timing, and market conditions could play out over time. After working through that process, he was able to give us a clear, grounded conclusion: he felt confident we could spend meaningfully more than our current level without running out of money. That kind of clarity is hard to put a price on. What we appreciated most was the balance. Chris respected that we already had a solid foundation and a disciplined approach, but still brought insight and perspective we wouldn’t have reached on our own. Every session felt focused and worthwhile. Chris also helped us expand our network by referring us to other specialists when needed, such as an estate lawyer, ensuring we were covered in all aspects of our planning. Chris’s costs were within estimates. If you’re looking for expert guidance without pressure or ongoing fees, working with Chris on an as-needed basis is a great option. He provides the level of advice and assistance your circumstances require, with fees that align appropriately with the actual work involved.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Right on Target
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris provided the financial guidance we needed to feel comfortable to be able to retire in a couple of years, if not sooner. We had the basic framework of a plan from some DIY retirement software but wanted real expertise validating retirement income and spending assumptions, determining optimal time to claim Social Security, advice on Roth conversions and sequence of returns risk, as well as a review of our insurance policies (life, disability, umbrella, etc.) He provided a plan summary that was right on target with more detailed suggestions and recommended action items. He was really easy to work with too and we enjoyed the entire process. Also, it is important to note that part of the reason we decided to work with Chris is that we also wanted a CFP with tax expertise. We think taxes along with healthcare are going to be real cost factors but are manageable if we put a plan in place now. We appreciate that his services are flat-free/hourly vs. AUM. We expect to continue to engage him a few times a year for the foreseeable future.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expertise & Collaboration for a Strong Retirement Plan
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I’ve had a great experience working with Chris as my financial advisor, especially in the context of retirement planning. He’s highly knowledgeable and brings real expertise to every conversation, but what stands out most is his collaborative approach. I always feel informed and involved in the decision-making process. He’s also very responsive—questions get answered quickly and clearly. Even when more complex issues come up, he does an excellent job explaining and managing them in a way that feels straightforward. Most importantly, he’s helped me truly understand my plan and feel fully prepared for a successful upcoming retirement. Overall, it’s been a thoughtful, well-guided partnership that gives me a lot of confidence. Highly recommend.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We have a plan!
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
My wife and I are recent retirees and needed someone to help with a financial plan for our future. Chris was able to put together a road map for us and make recommendations. He was easy to understand and explained things in layman's terms. We felt like it was a good experience and value.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High level of personal service
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
We decided to begin using Chris as our financial advisor in 2024 after several years with a national advisory firm. We were looking for more personal and innovative service, and we were not disappointed. Chris not only "checks all the boxes" of what a financial planner should be, he's great listener who knows how to flexibly accommodate clients' emotional needs without sacrificing adherence to a sound financial strategy. He has also found ways to help us maximize our growth potential -- while minimizing our tax liability -- that our last advisor had overlooked. He has slowly and carefully helped us get out of potentially problematic investments in favor of a clearly defined allocation plan that has served us well. I feel very confident that his value far exceeds his cost and that we will use his services well into the future.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Kudos to Chris Urban.
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I'm so glad I found Chris Urban as my Financial Planner. His expertise, and ability to tailor strategies to my specific needs, have become invaluable. I have found Chris to be extremely responsive and trustworthy. He has instilled confidence in my financial future that I didn't have before. I highly recommend Chris Urban to anyone looking for financial advice.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Solid Retirement Review
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris Urban at Discovery Wealth Planning has been great! He did a very comprehensive plan that included consolidating our investments, recommendations for IRAs and taxable accounts. He also reviewed our entire financial life including taxes, insurance and estate plans. Chris is personable and accessible and provides me with steady guidance.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent choice for personal financial planning
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris was the first financial advisor I consulted in years. Overall I find him excellent--very knowledgeable, practical, and very much grounded in reality with a calm and clear style. So much of his approach, including tools, review of my situation, and guidance, is applicable at almost any age. I also found his experience and specific recommendations for my imminent retirement to be extremely helpful, in areas such as asset allocation, expense forecasting and cashflow planning, investment risk and benefit tradeoffs, tax planning and mitigation, Roth conversions, and social security income planning. Following our inItial review and planning effort, I'm continuing to engage him for periodic check-ins and as needs arise. I highly recommend him.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A very reliable sounding board
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
As I approached retirement, I wanted an advisor who could help me balance income, taxes, and long-term security. Chris Urban has provided thoughtful guidance and helped me build a plan that gives me confidence about the future. I appreciate his personalized attention and steady advice and plan to continue to rely on him as a very reliable “sounding board” in the future.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thoughtful, Comprehensive Financial Advice
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I’ve been working with Chris for the past year and a half or so, and have been very happy with the experience. His flat-fee structure is reasonable and transparent, and I especially appreciate that tax preparation is coordinated as part of the overall financial planning process. He takes a thoughtful, objective approach and really listens to my needs and comfort level. I value that he looks at the full picture — including ensuring funds are in the appropriate account types, estate planning considerations, insurance needs etc — rather than focusing only on investments. He explains things clearly and adapts to how much detail I want as a client, which I appreciate. Overall, working with him has given me greater confidence and peace of mind about my financial future.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Easy to follow plan with transparent pricing and invaluable guidance going forward.
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
After interviewing numerous CFPs in my endeavor to find one who could assist my wife and I in arriving at a plan that would ensure the kind of retirement we both desired while not stressing us out with complicated strategies and fees, we selected Chris. He took the time to clearly understand our specific goals, our current financial assets and provided us with a comprehensive plan that was easy for us to understand and to implement in clear, manageable steps. We were also impressed with his compensation structure which consisted of a very fair flat fee for the initial plan and then the flexibility of being able to seek his ongoing counseling and advice on an hourly basis going forward. This way we can maintain control of our money and ensure our portfolio directly continues to align with our personal values, risk tolerance and long-term vision. As our trusted and collaborative advisor, we now feel completely organized and extremely confident in obtaining our financial goals in retirement.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommend Chris Urban
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Working with Chris has been an excellent experience. We initially reached out to him for guidance on managing a large inheritance and figuring out our path toward early retirement, and he provided exactly what we needed. What we appreciated most was his fee structure. Chris charges a transparent, one-time project fee rather than the recurring, ongoing percentage fees that traditional planners usually charge. All I wanted was one time advice, and paying an AUM fee that other firms were trying to charge would have cost me tens of thousands of dollars more in the long run. More importantly, Chris focuses on education. Instead of keeping us dependent on him, he took the time to map out our financial picture using great software tools and actually taught us how to manage our own asset allocations, retirement projections, and tax strategies going forward. If you're looking for an honest, advice-only fiduciary who empowers you to take control of your own finances, I highly recommend Chris.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Advice-Only Advisor
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
I found Chris through Rob Berger’s advice-only page. As a DIY investor who favors a simple three-fund portfolio, I wanted an objective CFP to look over my plan and give me some peace of mind, while also finding a reliable advisor my wife could turn to down the road if needed. Chris did a solid review of our finances, giving us clear guidance on spending limits, Social Security timing, and Roth conversions. While the validation was great for me (along with a good reminder to lower our risk as we get older), my wife found the session even more useful since she hasn't been as involved in the investing side. His advice is sound, simple, and doesn't rely on exotic funds. I highly recommend him if you want a conflict-free financial checkup.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommended for retirement planning
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris is a great financial planner. My wife and I had a very positive experience working with him as we began to think about retirement. He took the time to understand our goals and personal situation before offering advice. His guidance was clear, practical, and easy to implement, and it helped us feel more confident about our next steps. On top of that, he was friendly and flexible throughout the process, and we enjoyed working with him.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thorough and professional
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris is thorough, professional, and easy to work with. He helped us streamline our finances and gave us confidence in organizing our finances and investments as we approach our retirement years. We're looking forward to having Chris in our corner for years to come.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great assessment and advice at an hourly rate
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
As a DIY investor couple transitioning into retirement we wanted a CFP fiduciary to give us a financial checkup and recommendations, such as when to file for retirement benefits and whether Roth conversions made tax sense. Our assessment involved about 10 hours of his time and included an executive summary and access to the financial software tool. Clients are required to link their financial accounts to the tool and complete a few on-line questionnaires, which takes time on the client's part up front but does make for an efficient process. Chris gave straight-forward, uncomplicated information, on a cadence that was right for both of us. Well worth the fee and we signed up to be On-Demand clients of DWP going forward.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expert Financial Planning
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris has been great to work with in planning for our retirement. He's knowledgeable about investments, taxes and income strategies and shared his knowledge clearly so we could make a plan for our future. He really listened in order to understand our concerns and what we wanted to gain from the meetings. We appreciated the flexibility of his hourly fee. Not only would we highly recommend him, but will continue to engage his services as our financial situation and needs change.
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
3 for 1...SUPERB Financial/Retirement/Tax Strategy Expert
✅ Wealthtender Certified Advisor Review™
Aug 14, 2026
Chris Urban is EVERYTHING you want in a Financial planning, Retirement Planning and Tax Strategist and 'uniquely' holds professional credentials/certifications in all three (CFP, RICP and TPCP)! As a near retiree... these are the professional qualities I seek out for helping me SET THE CONDITIONS for a SUCCESSFUL retirement! On top of that, he is also an amazing human being who genuinely cares about me and my family as well as our financial/retirement success. He is a brilliant advisor with quiet confidence always willing to take calls, answer questions or just check-in. The only advisor my wife has ever approved of! Enough said! :)
Relationship to Financial Advisor: Client as of Aug 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Wealthtender Awards
Chris Urban received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Chris Urban, CFP®, RICP®, TPCP® with its 2026 Voice of the Client Highly Rated Advisor Award on 9/9/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 8/31/26. Although Discovery Wealth Planning compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
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