A complete list of active advisors currently associated with Duncan Financial Management, Inc.

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

Duncan Financial Management serves individuals (including high net worth clients), trusts and estates, business entities, and company retirement plans, providing discretionary investment management and comprehensive financial planning services that cover retirement, income, tax, estate, and health care planning. The two-advisor firm manages roughly $25.4 million in discretionary assets and also offers stand‑alone planning and consulting engagements. The firm develops customized retirement roadmaps and allocates client assets across equities, fixed income, mutual funds and ETFs, providing ongoing supervision and the option for discretionary authority; it generally charges percentage‑of‑AUM fees but can negotiate fixed or alternative fee arrangements. Duncan Financial treats cash as an asset class, may employ inverse/enhanced ETFs and options strategies for hedging or tactical purposes with client consent, and generally recommends Schwab for custody and execution. Duncan Financial publishes periodic newsletters (provided free to clients and available to non‑clients for a fee) and conducts educational seminars on an impersonal basis, services that are uncommon among similarly sized advisory firms. The firm also operates as a licensed insurance agency and its representatives may sell commissionable insurance and annuity products, with disclosures and client consent processes described in the brochure.

To learn more about the advisors currently working at Duncan Financial Management, Inc., 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.