Faris Financial
Duncan M Faris
Financial Advisor
Background on Duncan
I partnered with Northwestern Mutual in 2019 to help provide world class Financial Planning outcomes for clients. I believe that there is no better firm to do Financial Planning at than Faris Financial, backed by the 160 year old strength of Northwestern Mutual. We have a boutique feel, with the backing of a Fortune 500 Firm.
Our team makes complex planning simple; understandable and actionable. We strive to show clients what's possible and partner with them to help achieve their goals by design vs. leaving them to chance. We love what we do and do what we love and strive to make a difference in every client's life and every financial plan we design.
I grew up in Glen Lake, Minnesota and attended the University of Minnesota Carlson School of Business. While in school, I started my Northwestern Mutual practice as an Intern and established my practice full-time after graduation. When I'm not meeting with clients, I'm usually on a basketball court refereeing Division 2, 3 and High School Basketball games (I love getting yelled at), collecting rare coins and old money (I'm a complete nerd), and attempting to break 75 on the golf course (still working on it, check back TBD).
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Wounded Warrior Project
Wounded Warrior Project (WWP) began in 2003 as a small, grassroots effort providing simple care and comfort items to the hospital bedsides of the first wounded service members returning home from the conflicts in Iraq and Afghanistan. As their post-service needs evolved, so have our programs and services. Today, through our direct programs in mental health, career counseling, and long-term rehabilitative care, along with our advocacy efforts, we improve the lives of millions of warriors and their families.
Here are my areas of expertise
Financial Planning
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Charitable Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
