Duncan Financial Management, Inc.

Overview

Duncan Financial Management, Inc. is an independent registered investment adviser focused on serving individual and family clients, with an owner-operated structure. The firm combines fee-based portfolio management and financial planning with insurance brokerage services and a practice of client education through newsletters and seminars. Its advisory offerings target individuals and small business owners, and it charges both percentage-of-assets and fixed fees depending on the engagement. Investment activity centers on diversified, externally managed public funds as the core allocation, with an explicit interest in ESG considerations — the firm identifies as an active ESG investor. Duncan Financial Management, Inc. does not act as a capital allocator or operate proprietary private funds; instead it sources exposure to nontraditional assets through third-party managers and pooled vehicles where appropriate.

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Investments & Alternatives

Location & Offices