Joshua Duncan (CFP®)

Joshua Duncan focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Planning Specialties

We are a NAPFA approved, fee-only financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families. We provide comprehensive planning services and recommend low cost, academically proven, passive investment solutions. We service a variety of clients throughout the Chicago area, Metro Atlanta area, southern Florida, and across the US.

In addition to the desire to plan strategically for their financial future, our ideal clients are also focused on the wellbeing of their friends and family, are long term planners, optimistic, have a desire to contribute positively to society, and are committed to living a healthy lifestyle that incorporates all aspects of the Five Fs.

Most clients have in excess of $500,000 in investable assets or have a demonstrated track record of saving aggressively. They recognize that there will be “bumps” along the road of life and treat these “bumps” as opportunities to grow personally.

Additional Information

Josh Duncan is a Certified Financial Planner. He grew up near Peoria Illinois and attended Eastern Illinois University where he earned a B.S. in computer science. He also holds an MBA from Capella University.

Josh helps his clients develop and implement plans to enrich their lives today and create a brighter future. He’s passionate about helping people achieve their goals and live a life of freedom and significance.

Josh is based in Venice, FL, along the Gulf Coast. He also maintains an office in McDonough, GA. He and his wife, Tammi spend much of their time with their three boys who have interests in band, drama, soccer and piano. As a Christ-follower, he spends time deepening his faith and loving on his community.