Barbara Duncan
CFP®
Clayton Wealth Partners
Partner & Senior Wealth Advisor
Barbara Duncan
CFP®
Clayton Wealth Partners
Partner & Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Barbara Duncan, CFP®
Fee-Only Financial Planner located in Topeka and Lawrence, KS, serving clients throughout Kansas
Barbara Duncan is a Topeka and Lawrence, KS fee-only financial advisor serving clients locally and across the country. Clayton Wealth Partners provides comprehensive wealth management including asset management, tax planning, and estate planning to help individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Barbara Duncan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Some of Barbara Duncan’s favorite moments come when a client reaches a long-sought milestone and shares their appreciation for her help in reaching it. This enthusiasm for helping clients reach their financial goals is one that Barbara brings to our firm every day, whether she is working one on one with a client or training other wealth advisors and planning staff members.
Barbara got started in the financial services industry when she landed a job at our firm as an Assistant Financial Planner. Since then, her responsibilities have steadily expanded, and nearly 15 years later, she serves as Partner & Senior Wealth Advisor. Barbara helps develop and maintain client relationships, is a member of our management team, and trains staff members in the personalized financial planning and investment management that our firm is committed to.
Outside of work, the Topeka resident shows the same dedication to helping improve people’s lives as she does at the office. Her community activities include board memberships on the Topeka Symphony League and Washburn Campus Ministry, as well as serving as a volunteer for Birthright of Topeka. She also enjoys sporting events and gardening, and is a big fan of TV crime dramas.
Barbara Duncan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Clayton Wealth Partners, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors.
Since 1984, our Topeka-based Registered Investment Advisory firm has been serving individuals and institutions throughout Kansas, including Lawrence, Dodge City, and Hays. We serve as life consultants and seek to be the advisors you turn to whenever you have a financial question, no matter how big or small.
Our advisors have combined deep experience with highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ designation, to better serve you as we work to bring clarity to your financial options and achieve your goals.
As fee-only financial planners, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our fiduciary responsibility is not limited to only certain types of investment accounts. It applies to everything we do for you. Always.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Barbara Duncan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Barbara Duncan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Barbara Duncan is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Barbara Duncan is Quoted in The Topeka Capital-Journal: "Uncertainty surrounding tax breaks for 2018 charitable donations for some Topeka nonprofits"
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Barbara Duncan is Mentioned in CJ Online: "Greater Topeka Partnership announces 2020 class of Leadership Greater Topeka"
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Barbara Duncan is Featured in TK Business Magazine: "Barbara Duncan: Leadership Greater Topeka"
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Barbara Duncan Volunteers with Birthright of Topeka
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Clayton Wealth Partners is a Member of The Chamber of Lawrence, Kansas
Contact Barbara Duncan
Office Locations:
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716 S Kansas Ave
Topeka, KS 66603 -
832 Pennsylvania St.
Suite 1005
Lawrence, KS 66044
