Whether you have 1 employee or 100, your success is our priority.
Whether you have 1 employee or 100, your success is our priority.
Small businesses are the backbone of the American economy, and it's why we're driven to help yours succeed. Now when it comes to the financial side of your business, there are so many considerations. From attracting and retaining talent at all levels, to performance, investment options, and all the other expenses you face when running a small business, it can be overwhelming to stay on top of it all. Unless, of course, you have a bunch of seasoned financial advisors in your corner.
When you come to us, we work with you to analyze every aspect of your business that you feel needs help. We look over retirement plans, business succession planning, investments, performance measuring, and more. Then, we assign experienced investment advisors to help you achieve your goals. You're in this for the long term, and we're here to help every step of the way.
Services for small business owners
Services most often used by owners who are balancing business needs, employee benefits, and personal financial decisions.
Retirement Plan Services
Let us help you offer the financial security of retirement plans to your employees.
Cash Management
You have cash assets. Now it's time to make them work harder for you.
Personal Finances
We offer holistic personal financial planning to help set you up for success.
Institutional Services
Financial advice for companies, nonprofits, and family businesses.
For business owners building the next chapter
Articles on retirement plans, succession, market context, and decisions that connect business value to personal wealth.
Do You Really Need a Family Office? Key Questions for Modern Wealthy Families
As wealth grows in complexity, families must decide whether a family office framework can bring better coordination and clarity to their financial lives. This perspective from Duncan Williams Asset Management walks through how to assess your assets and family dynamics, define what functions you need, and choose among embedded, outsourced, hybrid, or single-family office models. It also emphasizes grounding the entire structure in a shared vision of purpose and legacy.
Jun 26, 2026 · 7 min
Duncan Williams Named Chairman of Greater Memphis Chamber's Board
Duncan Williams, founder and chairman of Duncan Williams Asset Management and a longtime civic leader in the Mid-South, has been named chairman of the Greater Memphis Chamber’s Board of Directors.
Dec 3, 2025 · 2 min
Holiday Optimism and Market Reality: Navigating November’s Seasonal Strength with Discipline
November is often seen as a bright spot for the stock market. Increased holiday shopping and year-end moves by big investors tend to give the market a boost.
Nov 4, 2025 · 2 min