About My Practice
D3 Financial Counselors is an independent, fee-only, fiduciary, financial consulting firm. We generate value for you by designing financial plans that lead to better financial choices and logical investment decisions. Our clients utilize us for hourly consulting, portfolio management and family office services. We serve our clients by providing integrity, trust, wisdom and confidence.
Our Affordable Family Office Service is for people who want to outsource their financial headaches. We combine our Advanced Portfolio Management Service with our Financial Planning Services. We start with the creation of a complete broad-based financial plan, including specific investments structured to achieve your cash flow needs, while consistent with your risk tolerance. We analyze your estate and retirement planning needs, as well as your insurance needs, and offer specific recommendations. We prepare your federal and state tax returns, looking for tax savings strategies to benefit you. Our knowledge of your tax situation allows us to manage your portfolio in the most tax efficient manner. We provide detailed investment performance reporting semi-annually. We do the administrative work necessary to consolidate your accounts, making it easier for you to manage your wealth. We offer this service as a percentage of the assets we manage for you, or on a fixed quarterly retainer basis.
Our Advanced Portfolio Management Service is for people who are too busy to manage their own portfolios, or don’t have the desire to. Our clients prefer the experience of dedicated CFA and CIMA certificant portfolio managers managing their investments to achieve their financial goals. We utilize a list of thoroughly researched mutual funds and exchange-traded funds, in addition to index funds, with a strategy consistent with your risk, return and cash flow expectations. Portfolios are monitored daily with CFA compliant performance reported semi-annually. Additionally, assets are adjusted to anticipate market changes and when your needs change. We offer this service as a percentage of the assets we manage for you, or on a fixed quarterly retainer basis.
Our Financial Planning SOS (Second Opinion Service) is for people who want to take an integrated approach to their financial future. Volatility in the markets and concerns about retirement makes you wonder if your investments, estate documents and insurance policies are designed to efficiently work together to accomplish your unique goals while managing risk. We have the education of CFPs, CPAs, CFAs, CIMAs and MBAs, and experienced portfolio managers working together on your behalf. We help you make smarter financial decisions. We offer this service on an hourly or project basis. You determine how we can serve you and we will provide you the estimated fees.
Donald Duncan founded D3 in 1997. He received his Certified Public Accountant (CPA) designation in 1985. He earned an MBA from DePaul University in 1987 and became a Chartered Financial Analyst (CFA) in 1992. In 1999, he earned the Certified Specialist in Estate Planning (CSEP) designation and, in 2001, the Certified Financial Planner (CFP) designation. Don worked for over sixteen years at The Northern Trust Company (a Chicago-based investment manager). During the last ten years of his tenure, he managed various portfolios in the Investment Management Division. As a member of the division’s management team, his responsibilities included the oversight of portfolio management, risk management, compliance, and technology development for over $70 billion in assets.
After a 34-year career at AT&T Bell Laboratories and Lucent Technologies, Michael Meyers decided to help other people become successful in their financial lives. Michael earned an MBA from the University of Chicago in 1984 and earned the CFP designation in 2007. He joined D3 in 2006. Michael has experience in issues specific to seniors, charitable giving, financial plan implementation, and mutual fund investing.
Adam Glassberg joined our team in June, 2008, after graduating from Eastern Illinois University with a Bachelor's degree in Finance, with a specialization in Financial Planning. He earned his Certified Financial Planner (CFP) designation in 2011, and earned his Certified Investment Management Analyst (CIMA) certification in 2012.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Personal Financial Specialist (PFS)
Considerations: We develop risk controlled investment programs designed to achieve the goals in our clients financial plans.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.