Patrick C. Duff

Meet Patrick.

Patrick C. Duff works with physicians, dentists, business owners, and corporate executives on complex family finances. His advice considers both long-term planning and challenges such as divorce, spending decisions, or supporting adult children. He founded his Moneta team in 1994 and helps families address retirement and planning across generations.

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Areas of focus

Comprehensive financial planning · Generational planning · Retirement planning · Life transitions

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Moneta

5 listed professionals

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

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