Joshua Duvall, CFP, RTP

Joshua Duvall, CFP, RTP

Joshua Duvall founded his namesake firm to unify two disciplines that most advisory practices keep operationally separate: ongoing investment management and annual tax preparation. Holding both the CFP and RTP designations, Duvall built the practice to serve as a single point of contact for clients who want their financial plan and tax return produced by the same advisor. The firm's website emphasizes this integrated model, noting that clients receive portfolio oversight alongside tax-filing services. Duvall's investment approach is rooted in traditional financial planning — asset allocation, retirement-income modeling, and risk management for individual and family clients. The dual tax-and-planning structure allows him to evaluate asset location, withdrawal sequencing, and capital-gains realization with direct visibility into the client's full tax picture. This model avoids the handoff gap that occurs when a financial advisor and an outside CPA operate from disconnected data sets. The practice serves clients primarily in North Carolina, with a focus on comprehensive planning rather than a single-asset-class specialization. The firm operates as a lean practice centered on the principal. No additional offices, team counts, or institutional co-investment vehicles are publicly disclosed. The operational scope — individual tax preparation and financial planning — suggests a service model calibrated to high-net-worth families rather than institutional allocators. Without published AUM figures or a track record of direct venture or private-market commitments, the practice functions as a personal-family-office-style advisory for its clients rather than a multi-generational institutionalized entity. Duvall's practice occupies a narrow structural niche: the CFP/RTP combination creates a feedback loop between tax compliance and investment management that most advisory models consign to separate providers. This architecture eliminates the friction of reconciling an outside CPA's work with the advisor's execution, producing a closed-loop planning environment that can respond to tax-code changes within the same planning cycle rather than across disconnected annual reviews.