Craig DuVarney, CFP

Craig DuVarney, as principal and holder of the CERTIFIED FINANCIAL PLANNER designation, makes all investment and planning decisions. The CFP designation requires demonstrated competency across investment management, tax planning, retirement, and estate strategy, and binds the practitioner to a fiduciary standard. No additional named partners or investment committee members are publicly identified.

There is no public record of co-investment club participation, SPV formation, or outside GP collaboration. The firm's low-publicity structure and principal-centric advisory model suggest deal flow remains proprietary to the client base, with any external co-investments conducted bilaterally and without public disclosure.

As a CERTIFIED FINANCIAL PLANNER professional, Craig DuVarney operates under a fiduciary obligation requiring transparent fee disclosure. Fee structures have not been published, but CFP practices commonly use asset-based fees, flat retainers, or hourly billing — and are required to avoid commission-driven conflicts unless explicitly disclosed and consented to by clients.