A Sanctuary From the Noise®
We’re confronted by news, ads, and “must-haves” 24/7.
With so much noise to filter through, it can feel impossible to
find the approach that’s actually right for you.
We know that your time is valuable, so our mission is to
help you cut through the noise so you feel confident and
secure with your financial future.
Develop a Clear Vision For
the Present & Future
Reach that vision by delegating the most important work to a dedicated team
Real financial planning is an ongoing process to keep your finances in the best shape possible by looking at it from all angles and focusing on your goals.
From tax planning to investment management and retirement planning or saving for college, your team at Moisand Fitzgerald Tamayo LLC will ensure you have everything you need to get and stay organized.
Mid-Career Families
You’ve successfully built a career and a family, but need help determining how to plan for the future.
Approaching Retirement
The finish line is in sight. We’ll help you take a step back and get everything sorted for a smoother transition into retirement.
Already Retired
Personal finances can be more complex in retirement than ever before. We’ll make sure you’re still on track to enjoy whatever comes next.
Who We Are
You’ve worked diligently to earn & save your money.
We’re here to protect it and help you grow.
Truly Comprehensive Advisors
We don’t just talk about the details. In addition to investment management, we incorporate tax, estate, cash flow planning, and more into your overall financial planning.
Dedicated Fiduciary Partners
As a 100% employee-owned, independent firm, we work exclusively on your behalf. Our fee-only approach means that we NEVER receive commissions or make choices to benefit third-parties.
Investors, Not Speculators
We’re not here to play the market or invest in the next “hot” trend. We’re here to establish a versatile plan that lasts.
America’s 500 Best Financial Advisory Firms 2024.
America’s TOP 250 Registered Investment Advisory Firms 2024 and 2023
Named one of the 75 Best Places to Work for Financial Advisors 2024 and 4 other times since 2019.
100 fastest-growing businesses owned or led by Florida State University alumni in the U.S. 2025 and 6 other times since 2018
RIA Edge 100 2023 – Wealth Mangement’s list of America’s top firms
FA’s 2025 Registered Investment Advisory Survey and Ranking based on assets under management. We have appeared on this list every year except one since it started in 2006
The Tax Numbers You MUST Know
The tax code is complex. To manage your taxes, there are key numbers you MUST know! Regardless of your stage of life, our free guide highlights the most elemental of these numbers. Get it today.
(If you are a current MFT client and want access to this document please contact your client service manager.)
Schedule an Introductory Call
Collaborate with one of the most highly-acclaimed firms in America to
save time while keeping your finances in the best shape possible.
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