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 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.  

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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 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 eachContinue 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 & Adam Glassberg Attend NAPFA Asclepius Group Meeting

Don Duncan & Adam Glassberg Attend NAPFA Asclepius Group Meeting

The Asclepius Group is a group of NAPFA advisors who have a significant portion of their practice dedicated to increasing knowledge and creating value for advisors serving the unique needs of medical professionals.  The mission of the group, whose membership will be limited to NAPFA members (i.e., fee-only, fiduciary advisors) with a significant practice inContinue Reading

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

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

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 understandingContinue Reading

Credentials & Affiliations