Duncanson Financial Strategies

I work directly with my clients to customize a financial plan that helps them reach their goals.

What is your financial health score?

I have created a unique scoring method that will show if you are on track to your goals and which areas need attention.

Brian Duncanson, RIA, MBA

Client Testimonials

What's Being Said

I have known Brian for over 10 years and rely on his counsel for my investing decisions.

Daniel G.

Boston, MA

I have never had a financial advisor before, but Brian is very affordable and explains everything so that I understand. I was just starting our my career so I wanted to get started on the right foot.

Brenna D.

Orlando, FL

I was not satisfied with my money manager but I was nervous to fire him. Brian gave me the confidence to begin managing my own money. It is great to have a sounding board when I need to make decisions.