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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

D3 Nominated for Santa Fe Chamber of Commerce Business Award

D3 was nominated for the Santa Fe Chamber of Commerce Business Award. The 2018 ChamberAir Business Awards Gala will recognize the best businesses that have helped strengthen the economy and community of Santa Fe. The event takes place on June 7th at the Santa Fe Regional Airport Jet Center Hangar.

A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k

As a medical practice, law practice or other business grows, business owners may wish to shelter additional income from taxes beyond that of what a 401k plan allows. A pension plan may be just the answer to accomplish this goal. Contrary to the decreasing popularity of traditional pension plans, the number of Cash Balance Pension (CBP) plans have been increasing. As noted in Kravtiz’s 2017 National Cash Balance Research Report, “Since 2001, cash balance plans have had double-digit annual growth almost every year and a fifteen-fold increase over 15 years.” So, what has been making CBP plans so attractive?

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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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