Accolades
Consistently over the last several years, our firm has been listed as a top firm by Financial Advisor, Wealth Manager. & the Orlando Business Journal
Company Profile
At Moisand Fitzgerald Tamayo, LLC, we have the honor of maintaining long-lasting, successful relationships with our clients. We do so by ensuring our clients enjoy a high level of personal service and by utilizing proven, sophisticated wealth management strategies. We also strive to make certain there is a proper fit between a potential client and our firm.
Your unique situation is served by every member of our team. Before you invest with us, we “invest” in you. We take the time to understand your goals, aspirations, resources, obstacles, and concerns. Your financial plan and investment strategy is then crafted as a collaborative effort between you and our team of experienced researchers and planners. Crucial decisions are weighed carefully by the firm's principals, all seasoned veterans and Certified Financial Planner licensees.
While we are proponents of a team approach and are proud of the team we have, each of our clients works directly with one of our principals as either their lead or secondary advisor and is supported by a client service coordinator. Together they represent a reliable point of access to all the capabilities of our firm, whether you would like us to research a tax issue or an investment opportunity, coordinate with your CPA or attorney, or consult our financial planning department. Your advisor is well versed in the details of your portfolio and directs the implementation of your investment strategy.
Our firm is structured to maximize your peace of mind. We have eliminated virtually all the conflicts of interest facing people who receive financial advice. We are independent, working for no one but our clients. We utilize transparent third party reporting methods so you can easily track your holdings and activity. We manage assets based upon written policies we establish in collaboration with you. Our firm is registered with the Securities and Exchange Commission, making us fiduciaries to our clients. We never change our fiduciary “hats” to become sales people.
What is a Certified Financial Planner®?