Duncan Financial Group
Duncan Financial Group is a privately held, relationship-based financial advisory firm founded in 1978 in Irwin, Pennsylvania, serving individuals and businesses across 47 U.S. states with wealth management, insurance, tax, estate, retirement, and risk management services delivered by 145+ specialists.
- Company typePrivate
- Founded1978
- HeadquartersPausa, Germany
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Duncan Financial Group does
Duncan Financial Group is a privately held, relationship-based financial services firm founded in 1978 and headquartered in Irwin, Pennsylvania. The firm operates as a comprehensive single-source financial partner for both individual and business clients across the United States, offering personal insurance, wealth management, estate planning, tax planning, corporate retirement (401(k)) administration, group benefits, business insurance, risk management, and tax and accounting services. It delivers these services through nine areas of expertise via a team-based model of 145+ specialists rather than a single generalist advisor, with securities distributed through Cambridge Investment Research, Inc. as broker-dealer and investment advisory services provided through Cambridge Investment Research Advisors, Inc.
The company's product portfolio is organized across multiple service lines and sub-brands, including the Duncan Premier Planning Group (DPPG) for high-net-worth wealth management structured around a Grow, Leverage, Protect, Transfer lifecycle framework, and East Coast Risk Management for commercial risk advisory. It generates revenue through advisory fees, securities commissions, insurance product distribution, and tax/accounting services for a horizontal mix of individual and corporate clients. The firm's registered representatives are licensed across 47 U.S. states, giving it broad geographic reach through its Cambridge affiliation.
Duncan's go-to-market is consultative and sales-led, anchored by scheduled meetings with dedicated specialists and supported by a content marketing engine comprising a blog (Duncan Details), monthly newsletter, video library, and resource pages. The firm is family-led, with David Duncan serving as Chairman and CEO and Brian Duncan among the named registered representatives. There is no public revenue disclosure, no funding rounds, no app or API surface, and no evidence of proprietary technology beyond its advisory services platform.
Duncan Financial Group firmographics
Firmographics- Name
- Duncan Financial Group
- Legal name
- Duncan Financial Group
- Website
- https://duncangrp.com
- Company type
- Private
- Founded year
- 1978
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Duncan Financial Group is a privately held, relationship-based financial advisory firm founded in 1978 in Irwin, Pennsylvania, serving individuals and businesses across 47 U.S. states with wealth management, insurance, tax, estate, retirement, and risk management services delivered by 145+ specialists.
- Ownership category
- akta.pro rank
Duncan Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Duncan Financial Group is headquartered
LocationHeadquarters
- HQ city
- Pausa
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
Duncan Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory and Planning Services: The firm generates revenue through comprehensive financial planning services, investment advisory, and securities brokerage. Services include wealth management, estate planning, tax planning, insurance products, and retirement planning. Revenue is derived from advisory fees, commissions on securities transactions, and insurance product distribution.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Duncan Financial Group product offering
Product offeringCore offering
Duncan Financial Group is a comprehensive financial advisory firm that coordinates investments, insurance, and taxes for individual and business clients. The firm delivers wealth management, estate planning, tax planning, personal and business insurance, 401(k) retirement services, group benefits, and risk management through a team-based model. Securities are offered through affiliated registered representatives of Cambridge Investment Research, Inc.
Product overview
Duncan Financial Group is a comprehensive financial services firm offering a broad portfolio of financial planning and advisory services. The company operates as a single-source financial partner providing personal insurance, wealth management, estate planning, tax planning, and business services including 401(k) retirement planning, group benefits, and business insurance. Their services are delivered through multiple specialized offerings including the Duncan Premier Planning Group (DPPG) for premium clients, East Coast Risk Management for risk advisory, and various individual and corporate financial solutions. The firm emphasizes coordinating investments, insurance, and taxes in a comprehensive strategic manner under one roof.
Differentiator
Problem solved
Functional benefit
Brands
- Duncan Premier Planning Group (DPPG): Premier planning group offering comprehensive wealth management services
- East Coast Risk Management
Companies that use Duncan Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
Duncan Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Duncan Financial Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and supporting.
- Keystone PartnershipcoreStrategic partnership relationship indicated through 'Keystone Partnership' mentioned in company materials and displayed as partner logo.
- East Coast Risk ManagementsupportingRisk management partnership offering business risk management services, displayed as partner logo in company footer.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Duncan Financial Group competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Duncan Financial Group social profiles
Digital presenceDuncan Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Duncan Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Duncan Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Duncan Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Duncan Financial Group
What does Duncan Financial Group do?
Duncan Financial Group is a comprehensive financial advisory firm that coordinates investments, insurance, and taxes for individual and business clients. The firm delivers wealth management, estate planning, tax planning, personal and business insurance, 401(k) retirement services, group benefits, and risk management through a team-based model. Securities are offered through affiliated registered representatives of Cambridge Investment Research, Inc.
Is Duncan Financial Group a public or private company?
Duncan Financial Group is a private company. It is classified as family owned and is currently operating.
When was Duncan Financial Group founded?
Duncan Financial Group was founded in 1978. It employs 51 to 100 people.
Where is Duncan Financial Group based?
Duncan Financial Group is headquartered in Pausa, Germany, in the Europe region.
How does Duncan Financial Group make money?
One revenue line is on record: financial Advisory and Planning Services.
Does Duncan Financial Group have an API?
No public API is recorded for Duncan Financial Group.
What industry is Duncan Financial Group in?
Duncan Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.