Broker Check

About Us


The experience you seek.
At Duncan & Haley, Ltd., our clients benefit from our professional experience, education and knowledge gained over multiple market and economic cycles, and across financial disciplines including asset management, corporate and private client planning, employee benefits, estate planning, tax strategies and insurance. We formally retain local tax and legal advisors and are always happy to work closely with your other professional advisors to collaborate on planning objectives and potential solutions. This combination of professional experience results in an understanding of your goals, challenges, current positioning, and the resources required to help meet your needs.

The access you require.
As an independent Registered Investment Advisor (RIA), and independent insurance broker, we offer extraordinary access to today’s vast market of financial products.  Because of our independence, we have the ability to approach the market with complete objectivity. Institutional and Private Clients alike receive balanced and unbiased evaluations and recommendations surrounding planning, investment and insurance strategies.

The care you deserve.
Our team is united around the goal of creating a rewarding experience for our clients.
As independent advisors and fiduciaries, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

  • We have no obligations to investment product manufacturers.
  • We have no shareholder or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized solutions for the unique challenges you face.