A fiduciary is a licensed professional entrusted to manage another person’s personal, financial, or healthcare affairs. Families often rely on a fiduciary when a loved one can no longer manage financial matters, when an estate requires a trustee or executor, or when neutral, professional guidance helps ensure sound, conflict-free decisions.
Managing and distributing assets in accordance with trust or estate terms.
Overseeing day-to-day finances, budgeting, and reporting for individuals or estates.
Offering objective guidance in complex or sensitive family situations.
$500+
What's included?
$1,000+
What's included?
$2,000+
What's included?
$750+
$1,500+
What's included?
$3,000+
What's included?
$500+
What's included?
$700+
What's included?
$1,000+
What's included?
At Torrey Advisory, we provide licensed fiduciary services built on trust, transparency, and care.
Disclaimer: Tax, fiduciary, and insurance services are provided separately under applicable state regulations.
Torrey Advisory offers coordinated services across tax, fiduciary, and insurance areas — each governed by its own regulatory framework and engagement agreement. Clients are not required to engage in more than one service area. This material is for educational and informational purposes only and should not be considered specific tax, accounting, insurance or legal advice.
Not affiliated with or endorsed by the U.S. government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.
Eva Budnik, CPA DBA Torrey Advisory License #151135
Eva Budnik DBA Torrey Insurance Services License #0K77814
Eva Budnik, CA Professional Fiduciary License #2153
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