A complete list of active advisors currently associated with Blue Duck Wealth

Warmer can help you find a great advisor at Blue Duck Wealth or one who fits your needs even better.

Blue Duck Wealth is a fee-only registered investment adviser established in March 2026 that works with individuals (including high-net-worth professionals), families, and business owners. The firm offers discretionary investment management along with comprehensive financial planning and also provides limited-scope, one-time planning engagements. The firm’s investment process is grounded in modern portfolio theory and combines passive and active approaches across ETFs, mutual funds, bonds, stocks and municipal securities to build client-specific asset-allocation targets and investment policies. Blue Duck Wealth regularly recommends and onboards third‑party Outside Managers and may implement strategies available through its custodian’s Model Marketplace, including buffered exposures, direct indexing, ESG, SMA, and tax-aware models. Compared with many newly registered advisers, the firm places notable emphasis on selecting and coordinating other advisers and outsourced managers rather than relying solely on in‑house solutions, and it makes use of institutional custody platform services and related educational conferences. The brochure also discloses that the firm’s sole principal operates a charitable foundation and endowment and describes data‑segregation and conflict‑mitigation steps intended to keep the foundation’s decisions separate from client portfolio construction.

To learn more about the advisors currently working at Blue Duck Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Mcdonnell	Littleton, CO	3

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