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 630-271-0033 to see if we can serve your needs.

The D3 Blog

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

Adam and Ryan to Attend FPA Illinois Conference for Advanced Planning

Adam and Ryan will be attending the FPA Illinois Conference for Advanced Planning. The conference will be focused on a variety of topics including Estate Planning, Income Tax issues affecting clients, Regulatory issues and Investment portfolio mistakes and how to avoid them. The conference will be held from Tuesday, October 7th through Wednesday, October 8th.Continue Reading

Affiliations & Accreditations

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