Independent, Fee Only, Fiduciary Financial Advisors - Chicago & Western Suburbs
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Donald Duncan

MBA, CFA®, CFP®, CPA

After a successful career at Northern Trust Company, Don utilized his knowledge and experience to start D3 Financial Counselors in 1997. Don pursued this career change so that D3 Financial Counselors could concentrate on helping individuals rather than institutions. Our focus at D3 is to help people achieve their goals, utilizing best practices in financial planning, risk-controlled investment management and after tax wealth maximization strategies. Simply put, we help people organize, prioritize and optimize their financial lives. As independent, fee only, fiduciary financial advisors with offices in Chicago and the Western Suburbs, we serve our clients by providing Integrity, Trust, Wisdom and Confidence.

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D3 Office Locations

Chicago Branch

The Garland Building
111. N Wabash Ave
Suite 800
Chicago, IL 60602
(312) 526-3680

Downers Grove Branch

Charles Place Office Condos
5151 Mochel Drive
Suite 301
Downers Grove, IL 60515
(630) 271-0033

Please contact our planning and asset management
team at 312-526-3680 to see if we can serve your needs.

D3 News & Articles
Don Duncan and Adam Glassberg Providing Pro Bono Financial Planning Consultations Following a Speaking Event by Terry Savage

Don Duncan and Adam Glassberg Providing Pro Bono Financial Planning Consultations Following a Speaking Event by Terry Savage

To help kick off Money Smart Week®, nationally known personal finance expert Terry Savage speaks at noon at the Harold Washington Library in Chicago on April 20th, 2015, offering valuable tips to become more Money Smart.  She will interview D3’s Don Duncan regarding questions to ask a financial planner.  Afterwards, CFP® professionals from FPA-Illinois, including…Continue Reading

Don Duncan named Five Star Wealth Manager in Chicago Magazine

Don Duncan named Five Star Wealth Manager in Chicago Magazine

For the third consecutive year, Don Duncan was named a Five Star Wealth Manager in the November 2014 issue of Chicago Magazine.  The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America.  No more than seven percent of the wealth managers receive this award each…Continue Reading

Recognized as a Best Financial Advisor for Doctors in Medical Economics

Recognized as a Best Financial Advisor for Doctors in Medical Economics

For the third consecutive year, Don Duncan was listed as a Best Financial Advisor for Doctors in the November 2014 edition of Medical Economics. The staff at Medical Economics use the following criteria to determine the best financial advisors for doctors: Advisors with depth of knowledge about a broad range of financial issues and retain certifications (CFP®…Continue Reading

Don Duncan and David Blanchett Present “How to Maximize Your After Tax Wealth” to the CFA Society of Chicago

Don Duncan and David Blanchett Present “How to Maximize Your After Tax Wealth” to the CFA Society of Chicago

Don Duncan and Morningstar Head of Retirement Research David Blanchett presented “How to Maximize Your After Tax Wealth” through the CFA Society of Chicago in recognition of Money Smart Week 2014. The presentation focused on strategies you can implement to maximize your after tax wealth; including asset location, dedication and diversification. Those who attended left with a better understanding…Continue Reading

Credentials & Affiliations