At Team Duncan Financial, we are advice-based. Advice-based means we put giving appropriate, objective, useful advice above all other priorities. We believe that advice implemented with aligned intentions between advisor and client results in better financial decisions and outcomes.

We are here to honor who you are now and help guide you along the path to who you want to become. You have the freedom to choose whether or not to implement your plan with us or the professionals of your choice to make your Financial Life Plan a reality.

Our intimate and welcoming office encourages comfortable conversation. Open communication is a crucial jumping off point for exploring your financial experiences and needs. At Team Duncan Financial, it’s essential to us that both partners feel included and heard to ensure you and your spouse feel informed and empowered about your financial future.

We are a couple working on and planning our own ideal life, together. As Warren Buffet famously says, we “eat our own cooking.” This means we follow the same planning process in our personal life as we use with our clients in our professional life.