Craig Duvarney, Cfp

Overview

Craig Duvarney, CFP operates an independent, sole-proprietor registered investment adviser focused on individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. As a registered representative of a broker-dealer and an insurance broker, the practice combines fee-based advisory work with access to commissionable insurance and annuity products. Investment approach is centered on pooled public funds—mutual funds and similar vehicles—used as the primary building blocks of client portfolios. The firm largely manages assets on a discretionary basis and supplements core allocations with third-party alternative exposure, specifically real estate. Craig Duvarney, CFP does not position the firm as an active ESG investor and it operates from a single-state footprint. Fee arrangements are mixed: percentage of AUM, fixed fees, and commissions are all part of the compensation model. The ownership and operating structure enable direct placement of insurance and annuity solutions alongside advisory-managed investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices