Recognition & Accolades

“Quality is never an accident; it is always the direct result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives”

- William A. Foster

At Moisand Fitzgerald Tamayo, it is our intent to be regarded as the “wise choice of many alternatives” for financial advice.  We believe our firm’s strength comes from our team approach and the passion with which we serve our clients. Our truly independent business model gives us the freedom to look at products and strategies from an objective, even skeptical, viewpoint.  We strive for excellence by staying focused on a simple yet powerful fact: each client is unique and has  their own definition of financial success.

Our efforts have helped us achieve significant recognition over the years. The following is a partial list of the achievements of the Moisand Fitzgerald Tamayo team:

• All principals have held leadership roles within the financial planning profession.
• All principals have been named a top advisor by independent publications.
• Members of our team of advisors write regularly for several publications.
• We are frequently engaged as panelists and speakers to planner and consumer groups.
• Several of our advisors have been cited as sources for media outlets.
• We are repeatedly ranked among the nation’s top independent wealth management firms.
• Our support staff has twice been featured in financial advisory publications for their effectiveness.