Investment Advice | Financial Planning

Achievement. Empowerment. Freedom.

A. Duncan Investment Advisory is a Registered Investment Advisor

We help individuals and families invest and plan for the future.

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What we do.

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Investment Advice

We help simplify the complex with individualized portfolios matched to your goals, timeline, and risk preference.

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Financial Planning

We offer financial planning advice to build comprehensive financial plans or to address specific planning situations.

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Achievement. Empowerment. Freedom.

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Who we do it for.

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Individuals and Families

For individuals and families that have one-time planning needs such as making a budget, preparing for a child's education, or optimizing employer-sponsored benefit plans, we offer our services at an hourly rate.

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Mid-career Professionals

Many of our clients are mid-career professionals that are in the wealth accumulation stage and have investment needs such as reinvesting proceeds from selling a home, investing income after becoming high earners, or consolidating multiple retirement accounts.

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Pre-retirees

Planning for retirement can be challenging and complex. We help you answer many of the important questions you may have about retirement.

Do I have enough money to retire?
How long will my money last?
How much should I spend?
Do I have the right investments?
When should I file for social security?

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Why us.

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#investinyou

Fee-only fiduciary. No commission sales.

Trained and skilled professionals

Specialized portfolios

Transparent

performance reporting

Always available. Always on time.

100% remote. Paperless. Digital.

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By the way, our newsletter is quite good.

Once a month or so, you can expect to see an email from us announcing new blog posts, timely investment reminders, important economic news, educational pieces, and possibly a recipe or two. We kindly invite you to be a part of what we do, all are welcome.

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