Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm, is pleased to announce that Financial Advisor and Managing Partner Donald Duncan received the 2018 Five Star Wealth Manager Award for the Chicago area. The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
Duncan, founder of D3 Financial Counselors, a Chicago-based financial advisory firm that merged with Savant in September, is responsible for managing all aspects of the financial planning and investment process for Savant’s clients.
The Five Star Wealth Manager Award, administered by Five Star Professional, the largest and most widely published award program in North America, recognizes professionals in the financial services industry who are committed to excellence. Candidates were selected based on market-specific research and 10 objective criteria including assets under management and client retention rate. Candidates also underwent a thorough regulatory and complaint review.
“I am honored to be among Chicago’s most respected and best wealth management professionals,” said Duncan. “I believe this recognition is a direct result of my dedication to help clients overcome unexpected obstacles and work towards their lifetime goals.”
Nearly 5,500 Chicago-area wealth managers were considered for the award, 435 of which were named 2018 Five Star Wealth Managers. Winners did not pay a fee to be included in the research or the final list of recipients. Click here to view the full list of award winners.