Eric and Amy Duncan, a husband a wife team, provide a rare balance of skills and a refreshing approach to financial planning. Each brings proficiency to the financial planning process that is specifically tailored to help their clients make better financial decisions. Amy is an experienced CFP® professional who focuses on increasing clients’ self-awareness of their money personality, money story and behavioral biases so that they are empowered to make more aligned financial decisions. Eric has an MBA and 18 years of experience managing investment portfolios. Together, Amy and Eric offer individuals and couples well-rounded solutions that align their portfolio with their overall financial plan. Their complementary skill sets ensure clients feel heard and gain confidence as they move toward achieving life goals.
Team Duncan offers advice-based, comprehensive Financial Life Planning and Investment Management. We focus our practice on helping clients align their values and life goals with their financial behavior. We partner with clients by offering them tools to expand their feelings of freedom, joy, and prosperity.
We are growing our business based on our EPIC core values:
Amy L. Duncan is an advice-based, comprehensive, Certified Financial Planner™ practitioner in Denver, Colorado. Over her 18 years of experience in the industry, Amy has served a variety of money personalities, experienced many market cycles, and developed into a conscious and intentional advisor. Amy fulfilled rigorous requirements and was granted her CFP® certification in 2012, a recognized standard issued by the Certified Financial Planner Board of Standards, Inc., for competency achievements in financial planning. She puts her clients’ needs first and seeks ways to meaningfully impact her clients’ lives.
Amy is passionate about working with women who are driving the financial decisions in their household. Her goal is to be a trusted partner for making better financial decisions, staying accountable to a Financial Life Plan, and working towards a core desired feeling. Amy’s overall focus is helping her clients make financial decisions that are more in line with who they are and what is important to them, seeking to support clients’ feelings of financial peace and optimism.
Specialties: Amy has committed her practice to advice-based financial planning which puts providing informed and objective advice at the focus of all she does. She specializes in helping people identify their internal money-script which can subconsciously drive financial decision making. She believes aligning feelings, behaviors, and goals will help achieve long-term success.
Team Duncan’s CEO, Eric Duncan, helps clients achieve their financial goals by providing individualized, tailored investment solutions. Eric’s discerning research and insightful market navigation supports his aptitude for providing clients with a multitude of diligently selected financial ideas and options. He draws on both his formal MBA education, concentrated in financial analysis, and nearly two decades of experience managing clients’ investments.
Eric is passionate about helping his clients invest wisely. He spends hours performing due diligence and vetting potential investments and strategies. His goal is always to provide clients with appropriate, well-researched investment options which strive to successfully serve a particular purpose within the overall portfolio.
Specialties: Eric’s wide scope of market knowledge allows him to offer advice and guidance cross a multitude of areas. These areas include retirement and income planning, alternative investments, insurance planning, principles and strategies for business planning, wealth succession planning, and implementing the Deferred Sales Trust and other tax-deferral strategies. Eric applies his skills through disciplined asset allocation, manager selection, strategy selection, blending and optimization, and risk management.
Interested in learning more about how Team Duncan Financial can help?
Schedule a Complementary Discovery Experience
Moloney Securities Co., Inc. is a Registered Broker-Dealer and Member FINRA & SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Team Duncan Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The information contained in this website is not a complete analysis of every material fact with respect to any market, company, industry, security or investment. Opinions expressed are subject to change without notice. Statements of fact have been obtained from sources considered reliable but no representation is made by Moloney Securities Co., Inc., any of its affiliates or any representative of the company as to completeness or accuracy.
Nothing here should be construed as an offer to buy or sell, or solicitation of an offer to buy or sell any securities.
This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, CT, FL, IN, KS, MD, MA, MO, NM, OR, PA, TX, VT and WY. No offers may be made or accepted from any resident outside the specific states referenced.
Check the background of this financial professional on FINRA's BrokerCheck.
