Duncan Bowie (CFP®)

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

  • Business Owners
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Personalized Financial Planning
  • Executive compensation planning
  • Closely held business and liquidity planning

Additional Information

Duncan attended Indiana University and is part of the Credent Advanced Planning Team serving in a role that involves research, special planning situations, and communication between essential experts for clients including attorneys and accountants. Duncan is a CFP® professional.

NAPFA Start Date

July 17, 2023


This Office

200 E 7th St Auburn, IN 46706-1802 Phone: +1 (260) 927-1830