The DUFF TORNEY Team
Big-firm expertise, small-firm attention.
We pride ourselves on providing high quality, fiduciary, fee-only advice to our clients.
National Presence
No matter where you live or what stage you’re in on your wealth journey, you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions.
Who We Serve
Physicians
Business Owners
Executives
Sudden Wealth
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Understanding the Financial Value of Your Business
By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners face a unique challenge that most employees or sales contractors do not. Their…
-
The Good and Bad About Sudden Wealth
By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. …
-
Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want …