Michael Torney, CFP®, JD, LLM (Taxation)

Mike Torney’s planning specialty at Moneta is in taxation and portfolio construction. He spends most of his time assisting the team’s existing clients with advanced planning and creating financial action plans for new clients. Mike is consulted to design generational wealth transfer plans, review client estate plans, create or update business exit plans, and implement tax savings strategies. He develops the investment plans for new clients and evaluates investment opportunities for existing clients. Mike is a regular contributor to the firm’s blog on several planning topics. Mike joined Moneta Group after serving as an Associate Wealth Adviser at Buckingham Strategic Wealth, where he earned his Certified Financial Planner™ designation. He previously served as a law clerk while acquiring his J.D. and LL.M. in taxation from Washington University School of Law. Mike received his B.A. in government from Franklin & Marshall College in Lancaster, Pa.

Phone: 314.735.9034 | Email: mtorney@monetagroup.com | Website: https://monetagroup.com/duff-team/ | LinkedIn: www.linkedin.com/in/mike-torney-cfp%C2%AE-89044b11/