• ethics
  • education
  • experience
  • video
1 2 3 4

Best Financial Advisor for Doctors

Medical Economics - Best Financial Adviser for Doctors - D3 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

D3 is a Five Star Wealth Manager - featured in Chicago Magazine 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.

 

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

 

Please contact our planning and asset management
team at 630-271-0033 to see if we can serve your needs.

 

ADV Part 2A | ADV Part 2B | Important Disclosure

 

Five Star Wealth ManagerCFP Certified Financial PlannerCFA Institute - the global institute for investment professionals AICPA - American Institute for Certified Public AccountantsIllinois CPA societyNAPFA - National Association for Personal Financial Advisors ; Fee-Only Financial AdvisorsMD Preferred Financial Services