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.
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Handling Friends and Family after Sudden Wealth
By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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First Steps After a Sudden Wealth Event
By Michael Torney, Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities…