Savant Wealth Management Advisor Named Five Star Wealth Manager Donald Duncan Recognized for 11th Year

Savant Wealth Management, is proud to share that Donald Duncan, a financial advisor, managing director, and member owner, 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 offices. Five Star Professional announced the award on Oct. 1, 2024, for the time period of Jan. 9, 2024, through Aug. 9, 2024. Neither Savant nor Duncan paid a fee to be considered. Savant paid for use of marketing materials after Duncan received the award.

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™ professional, a Certified Public Accountant, and is a Certified Specialist in Estate Planning®. Duncan is also 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.

2024 Five Star Wealth Manager: This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. A link to Five Star Professional’s full methodology is available here.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. 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.