Expertise You Can Measure. Standards You Can Trust.

Duncan Financial Group’s professional designations are more than letters after a name, they signal advanced technical expertise, rigorous ongoing education, and accountability to strict ethical standards. Our professionals bring this depth of knowledge to every client relationship, integrating investment management, insurance and risk mitigation, retirement income planning, employee benefits, and tax-efficient strategies into a single, cohesive plan.

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Duncan Financial Group is powered by a deeply credentialed, multidisciplinary team, including:

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• Certified Financial Planner™ professionals (CFP®)

• Accredited Investment Fiduciaries® (AIF®)

• Chartered Life Underwriters® (CLU®)

• Certified Public Accountants (CPA)

• Retirement Income Certified Professionals® (RICP®)

• Enrolled Agents (EA)

• Certified Insurance Counselors (CIC)

• Certified Risk Managers (CRM)

• Chartered Property Casualty Underwriters (CPCU)

• Certified Benefits & Wellness Advisors (CBWA)

• Certified WorkComp Advisors (CWCA)

For retirement plans, we operate under fiduciary standards—putting your best interests first, acting with prudence and care, and providing transparent, objective guidance. Across every area of service, we hold ourselves to uncompromising professional and ethical benchmarks, delivering disciplined, comprehensive strategies designed to protect what you’ve built and help drive long-term financial success with confidence and clarity.