No two investors share the same financial goals, nor should they share the same financial advice. Equally so, we believe that the partnership they share should be unique.
Our Clients deserve a partner who identifies all the varied aspects of their financial life and works diligently to uncover a host of possible strategies that help them address their aspirations. Our belief includes our clients’ personal advisors, such as their attorney or accountant; together we can help ensure that all critical areas dovetail effectively with their overall investment and wealth management strategies. A well-rounded partnership is in my client’ best interest.
"Help clients pursue their financial goals through trusted advice and exceptional personal service."
My business was founded on a simple vision: to help clients pursue their financial goals through trusted advice and exceptional personal service. As a Wealth Advisor, I provide comprehensive wealth management strategies for a select group of clients that include corporate executives, retirees, private business owners, individual investors, families, and foundations. I believe that by understanding my clients’ financial goals and needs, I can combine the resources of my knowledge and experience with LPL Financial, the nations #1 independent broker/dealer*. An enabling partner, supporting financial advisors in their goals of protecting and growing their client's wealth.
*As reported by Financial Planning magazine, June 1996-2012 based on total revenue.
F. Keith Duncan is a LPL Registered Principal and LPL Financial Advisor with Duncan Investment Partners. Since 1994, Mr. Duncan offers a seasoned professional approach to assisting clients in determining goals, implementing plans and providing trusted advice. A Washington DC native and graduate of Frostburg State University, his professional designations include the Chartered Financial Consultant® designation from the America College and the Accredited Asset Management Specialist® designation from the College for Financial Planning. He is FINRA Series 7, 24, 65, 66 and 31 held through LPL Financial along with Life and Health licensed.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA,DC, DE, FL, IL, MD, MS, NC, NJ, NY, PA, TX, VA and WV. Life and Health licensed in MD and DE.FINRA Broker Check