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Barrett Duncan & Duncan Wealth Advisory Group


Market Tower; Suite 2450
Indianapolis, IN 46204

317-464-8400
 

“A real test of our skills is how we respond when markets become volatile. Typically, client’s fear their portfolios will blow up or not support their cash flow needs,” observes Steve Duncan. “During these periods, we keep on reaching out to clients to remind them that we’ve prepared their retirement investment portfolios for downturns and volatility.”

Steve, Steve, and Matt team together to provide clients with financial security regarding their retirement investments and assets.  

The team has been servicing clients' personal financials, business financials, and strategies for distribution of income, since 1996. Their partnership is unique in that they provide the intimacy of a privately held boutique coupled with the backing of Hilliard Lyons. Hilliard Lyons has been providing comprehensive wealth management services since 1854.

"Our goal is to take care of clients' financial complexities and to help them focus on what matters most – their families," says Matt.
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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Check the background of this financial professional on FINRA's BrokerCheck.