

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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Pre-retirees
Planning for retirement can be challenging and complex. We help you answer many of the important questions you may have about retirement.
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Do I have enough money to retire?
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How long will my money last?
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How much should I spend?
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Do I have the right investments?
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When should I file for social security?
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Why us.
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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.