D3 Financial Counselors was featured in Accounting Today as one of the top CPA financial planning firms by assets under management. The article focused on how the top CPA planners are fighting economic uncertainty and focusing more on their financial planning clients. Accounting Today is a trade magazine servicing the public accounting profession and focuses on the top growth niches and management strategies for today’s progressive practices.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
- Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
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- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
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