Donald Duncan
CFP®, CFA, CPA, PFS
Savant Capital Management
Financial Advisor/Managing Director
Donald Duncan
CFP®, CFA, CPA, PFS
Savant Capital Management
Financial Advisor/Managing Director
We help smart people make smarter financial decisions ™ - Donald Duncan, CFP®, CFA, CPA, PFS
Savant Capital Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Donald Duncan is a Chicago, IL financial advisor for Savant Capital Management.
Savant Capital Management is an independent, fee-only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals.
Since 1986, Savant has been committed to providing you with the advice, experience, and value you deserve. We use wisdom and experience gained from working 30 years in the investment industry to help you navigate your personal vision of an ideal future. We want to be a part in helping you build your ideal future.
Don is a financial advisor and managing director in Savant’s Downers Grove and Chicago, IL offices, is a member of the Executive Team, and has a membership interest in Savant. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Don regularly meets with clients, other advisors, portfolio managers and planners to formulate and coordinate effective planning, investment and tax strategies.
Don has been involved in the financial services industry since 1980. He began his career with a 16-year stint at a global financial services company, ultimately managing over $8 billion in various portfolios and serving as a member of the division’s risk management team. He served as the founder of D3 Financial Counselors, and its predecessor firm, from 1997 until it joined with Savant in 2018.
Don earned a bachelor of science degree in finance, operations management, and human resources management with a minor in economics from Illinois State University and a master of business administration degree in marketing from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA), and is a Certified Specialist in Estate Planning® (CSEP). He is a member of the National Association of Personal Financial Advisors (NAPFA) and taught financial planning at DePaul University and portfolio management at Lewis University. He is a past chairman of the Illinois Financial Planning Association, has served on the NAPFA Midwest board, and has served as chairman of the Downers Grove Chamber of Commerce.
Don is married to Cindi and has five children. He enjoys outdoor activities, especially backpacking, fishing, hiking, bike riding, and traveling to new places.
Don joined Team Savant in September 2018.
Donald 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
Independent
Savant has remained independent and steadfast in its approach. We are not swayed by competing corporate goals, investment banking departments, in-house products, or quarterly earnings reports.
Transparent Compensation
We are compensated based on how well we manage your assets, not how often we trade or what products we use. No commissions are garnered through our investment decisions, ensuring that our sole objective is always the same as yours – to maximize your wealth.
Fiduciary
A fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. Savant is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interests.
Evidence-Based
We take an evidence-based approach, meaning that we are able to weigh which investments are more likely to succeed based on objective criteria and which investments involve unnecessary risks and costs.
Low Costs
Savant focuses on disciplined investments with extremely low costs. Our low-cost approach (with no sales charges or commissions) has provided enhanced value for clients over long periods.
Tax-Efficient
Active tax management is embedded directly into the core of our investment and wealth management process. This ensures you pay no more tax than required.
Individualized Attention
Savant takes the time to develop an overall view of your unique financial situation. We are a vibrant firm that uses a team approach, and we take the time to get to know you personally.
Active Oversight
Savant is on watch for you. We believe it is important to continue to educate and proactively advise you on topics that have relevance to your life and your investments – all for greater peace of mind.
See our important disclosures at: https://www.savantcapital.com/landing-pages/important-disclosures
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investments
- Financial Planning
- Tax Management
- Private Trust
- Family Wealth Transfer
- Accounting, Payroll, and Tax Preparation
- Retirement Plans
Ideal Clients
- Successful People that want to outsource their financial headaches
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Donald 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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Donald 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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Donald 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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Donald Duncan is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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Donald Duncan is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Donald Duncan is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
Contact Donald Duncan
Office Locations:
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111 N. Wabash
Suite 800
Chicago, IL 60602 -
5151 Mochel Drive
Suite 301
Downer, NM 60605 -
81 Wildhorse
West Wing
Santa Fe, NM 87506