Financial Advisors - Chicago | Downers Grove

2011 Barron's Winners Circle Conference

Barron's Winners Circle Conference - D3 Financial Advisors D3 Financial Counselors attended the third-annual “Top Independent Advisors Summit” hosted by Barron’s Magazine, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was attended by the top wealth management and family office companies in the U.S.

Featured in Chicago Magazine

Chicago Magazine feature - D3 Financial Planners DONALD D DUNCAN MBA, CFP®, CPA, CFA™
Featured in Chicago Magazine as a Five Star Wealth Manager, November 2011. We generate value for our clients by designing fee-only plans that lead to better financial choices and logical investment decisions. Ultimately we serve our clients by providing integrity, trust, wisdom and confidence with their capital & investments.

Offices in Chicago and Downers Grove.
Please contact our asset management team at 630-271-0033 to see if we can serve your needs.

MD Preferred Financial ServicesCFA Institute - the global institute for investment professionalsCFP Certified Financial PlannerIllinois CPA society AICPA - American Institute for Certified Public AccountantsNAPFA - National Association for Personal Financial Advisors ; Fee-Only Financial Advisors5 star wealth management award 2011