A complete list of active advisors currently associated with Duncan Wealth Management, LLC

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

The firm provides fee-only investment management and separate financial planning services to individuals, high net worth clients, and retirement plans, with a primary client focus on women aged 50–65 navigating life transitions such as retirement, divorce, or inheritance. Services are offered on a non-discretionary basis and the firm also provides dedicated 401(k) retirement plan consulting to plan sponsors and participants. Investment approach is grounded in Modern Portfolio Theory and primarily implemented through passive strategies—index mutual funds and exchange-traded funds—emphasizing long-term asset allocation, low turnover, and tax-aware portfolio construction. Financial planning engagements are offered separately on a fixed-fee basis and investment transactions require client approval before execution. Notably, the firm’s principal operates an affiliated accounting and tax practice that provides outsourced accounting, tax planning and preparation, and fractional CFO services, an arrangement that is uncommon among similar independent advisers and is disclosed as non‑mandatory for advisory clients. The brochure also highlights pension consulting and discloses potential rollover conflicts of interest when recommending IRA rollovers, indicating integrated services that span both investment advisory and retirement-plan consulting.

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

Name	Location	Years of experience
Dalion Welch	Madison, MS	1

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