Who We Are...

Moisand Fitzgerald Tamayo, LLC

Our advisors and support staff cut through the noise and present the best options for your financial success.

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ADVISOR

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LISTENER

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ADVOCATE

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STRATEGIST

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EXPERT

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IMPLEMENTER

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EDUCATOR

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PROTECTOR

These are all roles our team of advisors and support staff play in the financial lives of our clients. We take our role very seriously.  And although we are serious about our clients’ finances, we are also caring, easy to talk to, and accessible.

We pride ourselves on being a calming presence and help ease any fears our clients may have surrounding their finances.

We don’t have a crystal ball or a magic wand. We are not gurus or pundits. We are professional advisors.

Our credentials? They are top-notch.

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In a world where conflicts of interest and poor strategies abound, we have created a sanctuary offering stability and a reliable source of truly independent, objective financial advice for individuals and families.

We are...

  • CARING

    As we assess portfolios and other financial matters, we never lose sight of the fact that ultimately, we work for our clients.

  • INDEPENDENT

    We work for no one but our clients, and our legal obligations are to our clients’ interests first and foremost. We never “switch hats” to become sales people.

  • OBJECTIVE

    We may recommend, or not recommend, any investment from any source. We receive no compensation based upon the sale or purchase of a particular product. All options are evaluated based solely on merit or lack thereof, and not on any compensation incentive.

  • DISCIPLINED

    We evaluate financial products, investment opportunities, and strategies with a healthy dose of skepticism. We help our clients improve their prospects for success by avoiding overlooked risks and unnecessary costs.

  • INVESTORS, NOT SPECULATORS

    We manage investment portfolios but do not “play the market,” try to time the market or otherwise gamble with our clients’ money.

  • PROACTIVE

    We scour the economic, tax, and market environments to identify opportunities to shore up financial weaknesses without lessening strengths.

  • REALISTIC

    We do not believe in following investment gurus. We consider the mainstream financial media as primarily a source of entertainment and not a meaningful aid to sound decision-making.

  • WELL-QUALIFIED

    We have six Certified Financial Planners (CFP®), and the resumes of our principals speak for themselves.  Dan Moisand has served as national President and Chairman of the Financial Planning Association. Charlie Fitzgerald, III served as President of the Financial Planning Association (FPA) of Florida and is a member of the Board of Directors of the CFP Board, the organization that grants CFP® certification. Ron Tamayo is a member of the Editorial Review Board for the Journal of Financial Planning.

  • EXPERIENCED

    We have guided our clients through bubbles and busts, bull and bear markets, hype and hysteria - all while helping them make sound financial decisions regarding their retirement plans, taxes, education expenses, estate plans, trust management, risk management, stock options, health care needs and whatever else has arisen.

  • CURIOUS

    We don’t rest on our laurels. We are dedicated to lifelong learning and continuous improvement.