ROCKFORD, Ill. (Aug. 31, 2021) — Financial Advisor Donald Duncan with Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, with locations throughout the Chicago region, has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional. Duncan is one of only four Chicago-area professionals to receive the award. This is his 10th consecutive year to receive the recognition.
Duncan serves Savant’s Chicago and Santa Fe, New Mexico, office locations. In addition to his role as a financial advisor, Duncan also is a managing director and an employee-member of Savant. He served as the founder of D3 Financial Counselors, and its predecessor firm, from 1997 until it joined with Savant in 2018. Duncan is CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and is a Certified Specialist in Estate Planning®, among others. He is a member of the National Association of Personal Financial Advisors, the Illinois CPA Society, the American Institute of Certified Public Accountants, and the Financial Planning Association. Duncan also has taught financial planning courses at DePaul University and portfolio management at Lewis University.
“I am honored to be recognized as a Five Star Wealth Manager again for 2021,” said Duncan. “I enjoy helping my clients achieve what’s most important to them. This recognition serves a reminder to how fortunate I am to be building ideal futures for our clients and the communities we serve, and to be working alongside the incredible Savant team.”
Five Star Professional conducts market research to define and promote professional excellence. The Five Star Award assists consumers in selecting a service professional based on an objective research methodology tailored to the specific profession. Award winners do not pay to win or to be considered for the award. To receive the Five Star Wealth Manager Award, individuals were required to meet 10 objective eligibility and evaluation criteria. To learn more about the Five Star Wealth Manager Award criteria visit fivestarprofessional.com/public/wmresearch.
For more information about Savant Wealth Management, visit savantwealth.com.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $11 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.
Neither rankings and/or recognitions by Five Star Wealth Manager, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. Savant did not pay a fee to be included in rankings or recognition for Five Star Wealth Manager. Please see Important Disclosures at savantwealth.com.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.