Duncan Financial Management

Duncan Financial Management

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“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

03/10/2026

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

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!

Photos from Duncan Financial Management's post 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.

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.

Photos from Duncan Financial Management's post 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. ⛳️📈

Photos from Duncan Financial Management's post 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.

MUST-SEE Tax Strategies To Know BEFORE You File 01/24/2024

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

MUST-SEE Tax Strategies To Know BEFORE You File This FREE tax guide reveals 5 IMMEDIATE savings opportunities

Lower Your Taxes Right Now? [FREE GUIDE] 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!

Lower Your Taxes Right Now? [FREE GUIDE] Discover 5 IMMEDIATE Opportunities [BEFORE You File]

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Location

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