Duke Wealth Management
Information by Research TrustFinance
Founded on the principle of providing objective and unbiased financial advice, Duke Wealth Management is a fiduciary firm based in Indianapolis. As a fee-only advisor, the company's compensation comes directly from its clients, not from commissions on financial products, which helps align its interests with those of its clients. The firm specializes in creating customized financial plans and managing investment portfolios to help individuals and families achieve their long-term financial goals, including retirement, estate planning, and wealth preservation.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial