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Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year

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 a 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 as a reminder of 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.

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan 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.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.