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Investment Management | Financial Planning

Achievement. Empowerment. Freedom.

A. Duncan Investment Advisory is a fee-only Registered Investment Advisor

We help busy individuals and families invest and plan for the future. We spend our time diligently growing your investments so you can spend more time doing things you enjoy, and less time worrying about the day to day gyrations of the financial markets and whether your money is working as hard as it could be.

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What we do.

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Investment management

Our portfolios are customized based on your goals, time horizon, risk preferences, and experience. We are here to grow your investments and help you get where you want to go in life. 

02

financial planning

We offer hourly financial planning advice for specific planning situations such as retirement readiness, investing for a child's education, and helping newer investors set up a basic financial plan. Start planning today, for a brighter future tomorrow. 

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Achievement. Empowerment. Freedom.

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Family at a Beach

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Who we do it for.

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Young Family

Individuals and Families

For individuals and families that have one-time planning needs such as determining retirement readiness, preparing for a child's education, or optimizing employer-sponsored benefit plans, we offer our services at any hourly rate. Even if you are still in the early stages accumulating wealth, we can help you put together a roadmap to guide you on your way to financial freedom. 

In a Meeting

Business Professionals

Many of our clients are mid-career professionals that may have investment needs such as reinvesting proceeds from selling a home, investing income after becoming high earners, or consolidating multiple retirement accounts. Also, we have a particular soft-spot for all of our engineers and scientists out there (it's a technology/math/nerd sort of thing).  

Small Business Owners

We understand small business owners, because we are small business owners. We understand the challenges of trying to get everything done each day while wearing many different hats. We provide the opportunity for our clients to get a little bit of their time back with the assurance of knowing their savings and investing plans are working as hard as they are.  

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Why us.

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Summer Family Dinner

#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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Why we do it.

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By the way, our newsletter is totally rad. 

Twice 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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Recent Blog Posts

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© 2020 A. Duncan Investment Advisory, LLC. 

This website is operated and maintained by A. Duncan Investment Advisory, LLC, a Colorado Registered Investment Advisor

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided to clients of A. Duncan Investment Advisory by Shareholders Service Group, an SEC registered broker-dealer and member FINRA/SIPC.

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