Barbara Duncan (CFP®)
Barbara Duncan focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Some of Barbara’s favorite moments come when a client reaches a long-sought milestone and shares their appreciation for her help in reaching it. This enthusiasm for helping clients reach their financial goals is one that Barbara brings to Clayton Wealth Advisors every day, whether she is working one on one with a client or training other wealth advisors and planning staff members.
Barbara provides comprehensive financial planning at the Topeka-based Registered Investment Advisory firm. She works with a range of clients, including young professionals intent on building wealth, midcareer professionals seeking to stay on track, and pre-retirees and retirees who want to make sure they'll be OK in retirement.
Additional Information
Barbara got started in the financial services industry when she landed a job at Clayton Wealth Partners, a Topeka-based advisory firm, as an assistant financial planner. Since then, her responsibilities have steadily expanded, and nearly 15 years later, she serves as Vice President and Senior Wealth Advisor.
Barbara helps develop and maintain client relationships, is a member of the management team, and trains staff members in the personalized financial planning and investment management that the firm is committed to.
NAPFA Start Date
September 14, 2011
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