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Duncan Newman Associates

30300 Agoura Road, Suite B-280
Agoura Hills, CA 91301
Phone:
  • 818-964-0105
Fax:
  • 818-964-0103

A True Team

Communicating with clients is a core focus for a successful partnership.

A True Team

Words of Wisdom

News and commentary, directly from the Duncan Newman team.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Our Goal is to be Your Lifelong Financial Advisor

You've worked hard to save and invest, and Duncan-Newman & Associates is committed to helping you preserve your wealth and grow it over time. Decades of experience give us the insight and perspective required to help guide you in tailoring wealth management strategies to your individual needs.

Lasting, meaningful and open relationships are the foundation of our practice. Over the years, we have placed a high priority on forming strong connections with clients. Many of them have looked to us for financial guidance for 25 years or more.

"We offer big-picture thinking to help you build your financial future. Like an architect or general contractor, we can help you design a strategy and select the appropriate resources to bring it to life."

- Robert C. Duncan, CFP®


Throughout each relationship, we seek to provide well-considered financial advice and guidance, and attentive service. Although a significant percentage of clients live on the West Coast, we also work with individuals and families throughout the United States.

 

 

 

 

 

 

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals