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Don Duncan

Member Owner, Financial Advisor/Managing Director and Team Lead

Savant Wealth Management

United States, New Mexico, Santa Fe

About Me

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

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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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