A complete list of active advisors currently associated with Duncan, Dean Bryan

Warmer can help you find a great advisor at Duncan, Dean Bryan or one who fits your needs even better.

Dean B. Duncan is an independent, sole‑proprietor investment adviser who provides discretionary portfolio management for individual clients and their IRAs, focusing on growth and income objectives. The firm serves a small number of individual (non‑high‑net‑worth) clients and reports no account minimums. Portfolios are constructed primarily with individual securities — including closed‑end funds, ETFs, and common stocks — and are selected using both fundamental and technical analysis while cash balances are adjusted to market conditions. The adviser accepts discretionary authority, reviews accounts regularly, and provides periodic and annual performance and transaction reporting; trading activity may be higher in IRA accounts where tax treatment differs. Distinctive features include long tenure (in business since 1974) and a business model that relies on asset‑based advisory billing rather than commissions, sales of commissioned products, wrap programs, or private fund management. The firm’s small scale, independence, and emphasis on direct securities investing rather than open‑end mutual funds set it apart from many peers in its regulatory category.

To learn more about the advisors currently working at Duncan, Dean Bryan, 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.