🏆 #1 Ranked RIA in Memphis — USA Today 2025

Your path to financial confidence starts here.

Tell us about you — and we'll show you exactly how we can help. Independent. Fiduciary. Community-driven.

I'm an Individual Investor

Retirement, estate planning & legacy

I Own a Business

Succession, 401(k) & corporate finance

We're a Non-Profit

Endowment management & fiduciary guidance

I'm Not Sure Yet

Help me figure out where to start

Or call us directly: 901-435-4250

Awarded by USA TODAY
#1 RIA in Memphis, Tennessee
April 2025 Release
Member FINRA/SIPC
Our Track Record

$1B+

Assets Under Management

30+ Years

Serving Memphis

3,000+

Families Served

BloombergPBSDaily MemphianMemphis Business JournalAP NEWS
Who We Serve

Real Memphis families. Real results.

Social Proof

What Memphis says about us.

One of the things that truly separates Duncan Williams from other investment firms is their commitment to improving our community. They don't just work in Memphis — they are part of the fabric that makes it thrive.

— Paul Chandler

Executive Director, Germantown Performing Arts Center

Our commitment to improving our community is absolutely central to our mission and a true differentiator. Duncan Williams isn't just managing wealth — they're building Memphis.

— David Scully

Principal, Duncan Williams Asset Management

The team at Duncan Williams genuinely understands the complexity of managing business and personal wealth simultaneously. They think like owners, not just advisors.

— Memphis Business Leader

CEO, Mid-South Manufacturing

Diverse Memphis community members gathered together, representing the community investment of Duncan Williams Asset Management
Our Difference

We don't just manage wealth.
We invest in Memphis.

Every client relationship we build strengthens the community we call home. That's not a tagline — it's how we've operated since 1992. Our clients' success and Memphis's success are the same thing.

Community partners:

Church Health Civil Rights Museum LeBonheur Children's Shelby Farms Trezvant GPAC
About Our Mission
Services

Solutions for every need.

Personal Finances

Holistic cash flow and liability management for individuals.

Retirement Planning

Strategic accumulation and distribution phase strategies.

Estate Planning

Coordinating wealth transfer and tax-efficient legacies.

Life Changes

Expert guidance during divorce, inheritance, or job transitions.

Education Planning

529 plans and funding strategies for children and grandchildren.

Cash Management

Optimizing liquidity with high-yield sweep accounts.

Family Matters

Multi-generational education and philanthropic advisory.

Retirement Plan Services

Institutional 401(k) and 403(b) plan design and management.

Institutional Services

Asset management for foundations and endowments.

View All Services
How It Works

Getting started is simple.

  1. Schedule a Conversation

    A quick 15-minute call with a local advisor. No pressure, no obligation.

  2. Build Your Plan

    We create a comprehensive financial plan tailored to your goals and life stage.

  3. Grow with Confidence

    Ongoing guidance, proactive updates, and a team that stays ahead for you.

Schedule Your Free Consultation
Free Assessment

Not sure where to start?

Take our free 2-minute personal finance assessment. No sign-up. No sales call. Just clarity.

Start My Free Assessment
No obligation Takes 2 minutes Instant results
Insights

Stay informed. Stay ahead.

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FAQ

Common questions answered.

Everything you need to know about working with Duncan Williams Asset Management.

What is Duncan Williams Asset Management?
Duncan Williams Asset Management is an independent, fee-only Registered Investment Advisor (RIA) based in Memphis, Tennessee. We serve individual investors, business owners, and non-profit organizations with fiduciary wealth management services.
Is Duncan Williams Asset Management a fiduciary?
Yes. Duncan Williams Asset Management is a fee-only fiduciary advisor. This means we are legally required to act in your best interest at all times. We do not earn commissions on products we recommend.
What services does Duncan Williams Asset Management offer?
We offer comprehensive wealth management including retirement planning, estate planning, personal financial planning, cash management, education planning, life transition guidance, family wealth advisory, institutional 401(k)/403(b) plan services, and institutional asset management for foundations and endowments.
Who does Duncan Williams Asset Management serve?
We serve individual investors, business owners, and non-profit organizations in Memphis and throughout the mid-South. Our clients include pre-retirees, retirees, small and mid-size business owners, and non-profit foundations.
Where is Duncan Williams Asset Management located?
Our office is located at 5350 Poplar Ave, Suite 600, Memphis, TN 38119. You can reach us at 901-435-4250 or info@dwassetmgmt.com.
How do I get started with Duncan Williams Asset Management?
Getting started is simple. Schedule a free 15-minute introductory call with a local advisor — no pressure, no obligation. You can also call us directly at 901-435-4250 or complete our online contact form.
Is Duncan Williams Asset Management an independent firm?
Yes. Duncan Williams Asset Management is 100% independent. We are not affiliated with any bank, broker-dealer, or insurance company, which means our recommendations are never influenced by outside interests.
Get In Touch

Ready to talk about your future?

A local Duncan Williams advisor is ready to listen. No pressure. No obligation.

Visit Our Office

5350 Poplar Ave, Suite 600
Memphis, TN 38119

Call Us Directly

901-435-4250

Email Our Team

info@dwassetmgmt.com

Your privacy is protected. We never share your information with third parties.