Don is a managing partner and financial advisor in Savant’s Santa Fe, NM; Downers Grove, IL; and Chicago, IL offices. He has a membership interest in Savant. Don focuses on high income and high net worth clients who have complex financial planning, tax planning, estate planning, and portfolio management needs. Don’s goal is to generate value for his clients by helping to reduce uncertainty associated with planning for the future. He brings an evidence-based, risk management oriented, institutional perspective to investment management and a goals-based, common-sense approach to financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst® (CFA®), and a

Don Duncan
Member Owner, Financial Advisor/Managing Director and Team Lead
Savant Wealth Management
United States, New Mexico, Santa Fe
About Me
Profile Information
Member Owner, Financial Advisor/Managing Director and Team Lead
Savant Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Santa Fe
New Mexico
United States
Jul 19, 2025
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