Duncan Kelm & Arrow Point

Duncan Kelm, EA, MBA is the managing partner and owner of three separate businesses.

Arrow Point Wealth Management

Arrow Point Tax Services

Arrow Point Acquisition

Duncan specializes in helping small business owners navigate retirement planning, with a focus on the tax implications of selling their businesses. He holds a bachelor’s degree in Finance and a master’s degree in Business.

A passionate advocate for knowledge-sharing, Duncan has authored three books on tax-related topics and plans to continue writing and publishing more resources to help others.

Contact Duncan through either of his websites below:

Duncan in the Media

Duncan has been interviewed on multiple podcasts and shows discussing tax strategy and his wealth management firm. Below are two of the most notable.

Video 1: Duncan on The Meb Faber Show Podcast

Video 2: Duncan on the Michael Kitces Advisor Success Podcast