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Published profile
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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- Comprehensive financial planning
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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