D3 Financial Counselors LLC Email Format

Investment ManagementIllinois, United States0-1 Employees

D3 Financial Counselors LLC is an independent, fee-only financial consulting firm based in Chicago, Illinois, founded in 1997 by Donald Duncan after a long tenure at Northern Trust. The firm offers financial planning, portfolio management, and family office services, aiming to help clients make well-supported financial decisions through structured planning and fiduciary guidance. Positioned within the investment management industry, it emphasizes integrity, trust, wisdom, and confidence as core elements of its client relationships. The company has historically operated as a boutique advisory resource, and it has been recognized in industry outlets for its advisory quality; a notable development in its recent history is a 2018 acquisition by Savant Wealth Management, a larger fee-only firm, which integrated D3 Financial Counselors into its Chicago-area presence. The client base is served on an individual-consulting basis and through ongoing advisory engagements, reflecting a focus on personalized financial guidance for households and related entities in the Chicago region.

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