About Us
What We Believe
Who We Are
What We Offer
Who We Serve
Why Choose Us
For Federal Employees
In The News
Account OneView
Enter Virtual Meeting Room
Contact Us
Featured Links
Tell A Friend

Who We Are

Craig DuVarney strives to bring a combination of success and determination to his career as a Certified Financial Planner practitioner. While a student in junior high school he recognized two things: that he wanted to become a financial planner, and that he would need to find a way to pay for his education. The solution was Tri-State Sportscards, a baseball card business Craig and his father founded to help fund his college education. Demonstrating an early acumen for business, Craig succeeded in funding 60% of his education through this enterprise.

Since beginning his career as a Financial Planner, Craig has quickly established himself as a rising star. He was selected 1999 Rookie of the Year by the Worcester Association of Life Underwriters for outstanding achievement within the financial services industry. Craig is one of only eight people in New England to acquire the ChFEBC (Chartered Federal Employee Benefits Consultant) designation. In 2005, the Boston Society of Financial Service Professionals voted Craig the winner of "Boston's Best Financial Plan".* In January 2014 Craig was ranked #63 on Rep magazine's list of the "Top Next Gen Independent Broker-Dealer (IBD) Advisors".  For 2015 - 2019 Craig was selected to the Royal Alliance "Royal Council" as one of the firm's top 100 advisors, based upon his production in each of the prior years.

Craig participates in a variety of speaking engagements and interviews. For more than a decade Craig has been a guest professor in the Boston University CFP Program, educating future financial planners. Craig has also spoken to such groups as the Boston Office of the U.S. Department of Labor, the Professional Airways Systems Specialists of New England (PASS), Framingham State College, Brandeis University, and the Whittier Rehabilitation Hospital. In 2009 the Financial Planning Association asked Craig to speak at their Business Solutions Conference in Chicago, IL in a session about how he has used technology solutions to build his office infrastructure. Craig has also been quoted in such publications as the Wall Street Journal, Financial Advisor Magazine, SmartMoney Magazine, Boston Globe, Dow Jones Newswire, MSN Money, Yahoo! Finance, Investment News, On Wall Street, Registered Rep magazine, Technology Tools for Today (T3) Newsletter, and Bank Investment Consultant magazine. 

Most revealing about the professionalism, sense of dedication and quality of service he provides, is the fact that Craig’s business has been growing quickly and steadily through the many referrals he has received from satisfied clients who recommend him to friends, family members, and fellow business associates. Craig attributes his success in business to his strong work ethic, and to the values instilled in him by his parents.

Craig resides in Ayer, MA and enjoys hiking, photography, and spending time with his wife Joanne and two children Sam and Jill.

Check the background of this firm and investment professional on FINRA's BrokerCheck

©2019 Craig DuVarney, CFP™. All rights reserved.
Advisors on the 2014 Rep magazine/WealthManagement.com “Top Next Gen IBD Advisors” list were ranked exclusively by assets under management.  Advisors on the list were also required to be under the age of 40.  Nominations were solicited by Rep magazine from the top 35 Independent Broker-Dealers by headcount.  Also, Rep magazine and WealthManagement.com did not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
Advisory services offered through Craig DuVarney, CFP ™, an SEC registered investment advisor.
Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, KS, MA, MD, ME, MS, NC, NH, NJ, NY, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.