Savant Wealth Management adviser named Five Star Wealth Manager

Donald Duncan, a financial adviser, managing director, and member owner of Savant Wealth Management, a fee-only registered investment adviser, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time.

Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe, New Mexico, offices. Five Star Professional announced the award on Oct. 1 for the period of Jan. 9 through Aug. 9. Neither Savant nor Duncan paid a fee to be considered.

To receive the Five Star Wealth Manager award, candidates must meet 10 objective eligibility and evaluation criteria. Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and show the quality of their current practice.

“I’m deeply honored to be recognized as a Five Star Wealth Manager for the 11th time,” said Duncan. “I believe this award underscores my commitment to providing tailored, comprehensive financial strategies for my clients. In a world filled with uncertainties, my goal is to help high-net-worth individuals and families gain clarity and confidence in their financial futures, whether it's through thoughtful tax planning, estate strategies, or disciplined portfolio management.”

Before joining Savant, Duncan served as the founder of D3 Financial Counselors. He is a Certified Financial Planner, a Certified Public Accountant, and is a Certified Specialist in Estate Planning. Duncan also 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.