Independent, Fee Only, Fiduciary Financial Advisors - Chicago & Western Suburbs
Client Login

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 he could help individuals rather than institutions.  The focus of D3 is to help people achieve their goals through financial planning and risk-controlled investment management in order to maximize after tax wealth. Don serves clients by providing Integrity, Trust, Wisdom and Confidence.  Don develops strategies to help highly taxed individuals and business owners organize, prioritize, and optimize their personal financial goals.  

Meet the entire D3 Team
Financial Planning
Portfolio Management
Affordable Family Office
Compare our Services
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 630-271-0033 to see if we can serve your needs.

The D3 Blog

How to Determine Your Basic Life Insurance Need in 6 Steps

Life insurance, at its core, is designed to provide your financial dependents with a stream of income if you were to pass away.  If you have someone that is dependent on your income, there’s a good chance that you are in need of life insurance. Determining how much life insurance you need can be aContinue Reading

October Market Insight

We have recently seen volatility in the financial markets pick up.  The S&P 500 has fallen over 7% in the last month due to: European growth uncertainty A rapid decline in oil prices and a rise in the U.S. dollar Interest rate policy uncertainty Ebola fear Compounding this heightened level of uncertainty are traders, hedgeContinue Reading

D3 Financial Counselors Participates in Homes on the Homefront Program

After helping to secure the freedoms all Americans enjoy, we want to help our warriors and their families realize their own American dreams. That is now possible through our Homes on the Homefront program. D3 Financial Counselors has been participating in the Homes on the Homefront program, by providing pro bono financial advice to veterans thatContinue Reading

Ryan Pace Quoted in Retirement Weekly Article

Ryan Pace was quoted in a MarketWatch article titled Year-End Retirement Planning Strategies.  The article was published by Robert Powell, who regularly contributes to MarketWatch, The Wall Street Journal, USA TODAY, USA WEEKEND, and teaches at Boston University.  Here is the link to the article http://www.marketwatch.com/story/year-end-retirement-planning-strategies-2014-10-10

Affiliations & Accreditations

5star
CFP
cfainstitute.org
Certified Investment Management Analyst
niepe.org
AICPA
IL CPA Society
NAPFA
Financial Planning Association
mdpreferredservices.com