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Welcome to Duncan & Haley.  Consider us your expert guides to safely and
efficiently navigate today's increasingly complex financial landscape. 


Just like mountain guides, we feel responsible
for our clients' financial security and well being.


As an SEC Registered Investment Adviser
we are beholden to our clients' best interests and
operate under the fiduciary standard of care.


Our team is filled with a diverse mix of
credentialed and experienced professionals
that will give you peace of mind our experts are looking out for you.

Personal CFO

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Institutional Client Services

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Wealth Management System Demo

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