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Meet D3

Donald Duncan, MBA, CFA, CFP, CPA

Donald Duncan

Financial Counselor/Managing Director
MBA, CFA®, CFP®, CPA

Don founded D3 Financial Counselors in 1997 after a successful career at Northern Trust Company. Don has extensive experience providing financial planning to business owners, corporate executives, CFAs, and families. Continue Reading.

Adam Glassberg, CFP, CIMA

Adam Glassberg

Financial Counselor/Co-Owner
CFP®, CIMA®

Adam is co-portfolio manager, and is responsible for review of financial plans. Adam specializes in helping young professionals and young doctors who need assistance with wealth accumulation strategies. Continue Reading

Most Recent News & Articles

New Reports Highlight Continuing Challenges for Social Security and Medicare

Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy annual reports to Congress that assess the health of these important programs. The newest reports, released on June 5, 2018, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2019. 

Health Savings Account Utilization Strategies

Health savings accounts (HSA) are a means for an individual with a qualifying high deductible health plan(1) to save for both current and future health expenses. Unlike any other savings vehicle, they are largely appealing for the triple tax benefit that they offer: contributions are tax-deductible, the interest and/or earnings grow tax free, and account owners may make tax-free withdrawals for qualified medical expenses (2).

July 2018 Client Update

D3 Featured in Crain’s Chicago Business Executive Wealth Management Guide: D3 was a participating sponsor in this year’s guide published on June 18, 2018. We were proud that one of D3’s clients was interviewed for this insightful piece. Click on this link to review the articles featuring D3 in Crain’s Executive Wealth Management Guide.

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Chicago Loop 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

Sante Fe Branch

81 Wildhorse
Sante Fe, NM 87506
(505)-982-0997

Our Accreditations, Affiliations and Accolades:

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