Duncan Financial Management

Duncan Financial Management “Our goal at DFM is to replace client concerns with a lifetime of confidence by educating them on the financial services and tools available.

Our intent is for every client to fully understand and feel secure with the retirement road map customized for them.”
JEFF DUNCAN | FOUNDER

Amazing event put on by , DFM couldn’t be more excited to be apart of such a great community.
03/10/2026

Amazing event put on by , DFM couldn’t be more excited to be apart of such a great community.

This Sunday (09/21), “Your Money with Jeff Duncan” will be airing once again in St. Louis. Tune in at 11pm on ABC!
09/18/2025

This Sunday (09/21), “Your Money with Jeff Duncan” will be airing once again in St. Louis. Tune in at 11pm on ABC!

Optimize your tax strategy with the new deductions from the Big Beautiful Bill! Act now for smarter tax planning and str...
08/14/2025

Optimize your tax strategy with the new deductions from the Big Beautiful Bill! Act now for smarter tax planning and stronger financial health.

DFM is celebrating our 21st anniversary😊today, thank you to all the clients who have been a part of this journey.We’re i...
06/17/2025

DFM is celebrating our 21st anniversary😊today, thank you to all the clients who have been a part of this journey.
We’re incredibly grateful to all our amazing clients who have been a part of this journey — your trust, support, and partnership have been the driving force behind our growth and success.
Here’s to 21 years of innovation, collaboration, and excellence — and to many more to come!
Thank you for being part of the DFM family.

Financial planning/investing is like a 72-hole golf tournament — success isn’t about one great shot, it’s about staying ...
05/21/2025

Financial planning/investing is like a 72-hole golf tournament — success isn’t about one great shot, it’s about staying consistent, managing the rough patches, and playing the long game with patience and strategy. ⛳️📈

🚨Stay ahead with the latest insights and trends in the financial world with DFM’s weekly update. Here’s a snippet of our...
03/11/2025

🚨Stay ahead with the latest insights and trends in the financial world with DFM’s weekly update. Here’s a snippet of our weekly update this week with all the volatility happening recently.

04/15/2024

Make sure to watch our TV show which airs in Florida, Sunday's 10:30 am on NBC.

Any comprehensive Retirement Plan will include a strategy for addressing taxes. Know what strategies you can use before ...
01/24/2024

Any comprehensive Retirement Plan will include a strategy for addressing taxes. Know what strategies you can use before you file!

This FREE tax guide reveals 5 IMMEDIATE savings opportunities

Are you... Receiving guidance on tax efficiency strategies? Understanding how to provide yourself tax free income? Under...
01/17/2024

Are you... Receiving guidance on tax efficiency strategies? Understanding how to provide yourself tax free income? Understanding the urgency to take action now!

Discover 5 IMMEDIATE Opportunities [BEFORE You File]

01/10/2024

Greed & fear can trip you up. Here's how to avoid them.

01/03/2024

Learn how to mute greed & fear to make better choices.

Address

500 S Australian Avenue, Suite 110A
West Palm Beach, FL
33401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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