About Us

We are dedicated to providing investment management and strategic wealth planning corporate financial strategy that is right for you. Simply put, we strive to be a trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Business succession planning

Business Succession Planning

You have spent a lifetime building a business. It will be your single biggest asset. Duke Financial Partners will collaborate with you to build a plan that fulfills your goals for the future generations of your organization and introduce financial strategies that will make those goals achievable.

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Corporate retirement plans

Corporate Retirement Plans

An attractive 401K plan is important for your employee's growing retirement needs. Are you are overwhelmed by the rules, regulations, and requirements of offering a corporate retirement plan? 

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Private Client Services

Are you concerned about your personal financial situation? Perhaps you would like a formal plan to better understand how to attain or maintain the lifestyle you aspire for.

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Estate Planning

Having a will and trust is great start when it comes to your estate planning – we can coordinate with your estate planning attorney to help you understand the complete picture of what happens to your assets after you’re gone.

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Our Team

Duke Financial Partners provides personalized financial strategy and insurance needs for corporations and their leadership teams.