Matt Duncan, CFA

Matt Duncan, CFA

Director of Financial Planning

I joined Aptus because I share the firm's commitment to providing honest, unbiased financial advice at a simple, fair flat rate. I enjoy focusing on a client’s entire financial life as opposed to looking at any one area in a vacuum. I get to leave work every day knowing I helped make a difference in people’s lives. I’m married to my beautiful wife, Caroline, who helps keep me and our two sons, Brady and Evan, in line every day while also working as a teacher. We aren’t sure how she finds the time to do it all. I’m an avid sports fan (let’s go Arkansas Razorbacks, Manchester United F.C., Little Rock Rangers Soccer Club, St. Louis Cardinals, Dallas Cowboys and team USA!). I love watching my kids play their chosen sports (soccer and mixed martial arts) and if I can ever find a free half a day (which is very rare) I love to spend time on the golf course.


Chartered Financial Analyst
Investment Advisor Representative


BSBA, University of Arkansas


2018-Present: Senior Vice President, Aptus Financial
2000-2018: Senior Research Analyst, Stephens Inc.


Physicians and other professionals
Tax-efficient investing
Debt workouts
Detailed analysis
Employer retirement plans and wellness programs