Our Goal Is to Be Your Lifelong Financial Advisors

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.

Forbes Best-In-State Wealth Management Teams

Duncan-Newman Associates has been recognized as a Forbes Best-In-State Wealth Management Teams for 2023. 

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The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.