Best Financial Advisor for Doctors
DONALD D DUNCAN MBA, CFP®, CPA, CFA is recognized as a "Best Financial Advisor for Doctors" by Medical Economics. We are independent fiduciary advisors and do not sell any products. Our qualifications and flexible suite of services enable us to help physicians accomplish their unique goals regardless of their net worth. Learn More about how we serve medical professionals.
Five Star Wealth Manager
DONALD D DUNCAN MBA, CFP®, CPA, CFA for the third year was featured in Chicago Magazine as a Five Star Wealth Manager. We generate value 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. Learn More about our Affordable Family Office service.