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

IRS Releases Updated Form W-4 and Withholding Calculator

The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017. The IRS urges taxpayers to use these tools to make sure they have the right amount of tax withheld from their paychecks, taking into account significant changes to the tax law for 2018.

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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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