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

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

Senior Adviser, Moneta

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/

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!
An empty picture frame outlines a peaceful scene of a country road.
retirement

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!

Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking wh…
August 20, 2022
With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
A selection of many piggy banks in different sizes, shapes and colors.
retirement

With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?

If you’re at all concerned then it’s time to do some analysis, either with a financial professional or even just on your own. Answering a few question…
July 6, 2022