A complete list of active advisors currently associated with Duncan Financial Group, LLC

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

Duncan Financial Group provides customized financial planning and consulting to individuals, families, and retirement plans, addressing retirement, tax, estate, business, education, budgeting and cash‑flow matters. Services are delivered as standalone planning engagements (including bookkeeping) with in‑person data gathering and an initial complimentary consultation to tailor recommendations. The firm does not provide discretionary portfolio management or participate in wrap‑fee programs; instead, its recommendations typically rely on mutual funds, ETFs and other securities and are supported by fundamental and economic analysis. Duncan Financial uses tools such as RightCapital, Morningstar and fi360 and generally works through multiple meetings to develop and review a client’s plan. Compared with many peers that charge percentage‑of‑AUM fees and offer ongoing asset management, Duncan Financial emphasizes fixed‑fee planning and expressly disclaims asset‑management services, custody, and proxy voting on behalf of clients. Advisors are dually registered with Commonwealth Financial Network and may implement recommendations through that broker‑dealer (which can result in commissions or trail compensation), a relationship the firm discloses and describes procedures to mitigate as a conflict of interest.

To learn more about the advisors currently working at Duncan Financial Group, LLC, 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.