Tailored Financial Planning that Reduces Complexity and Increases Clarity
Moisand Fitzgerald Tamayo is a fee-only wealth management firm serving retired and near-retired individuals and families across the United States – virtually and from our offices in Florida and Texas – through financial planning, tax advice, and investment management.


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 Financial 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 real tax advice (not just mere 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.
Who We Are
You’ve worked diligently to earn & save your money.
We’re here to protect it and help you grow.
Limitations of awards & recognitions
Limitations of awards & recognitions: Moisand Fitzgerald Tamayo, LLC does not participate in any program requiring a fee to participate or receive an award. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Moisand Fitzgerald Tamayo, LLC is engaged to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by participating advisers. No ranking or recognition should be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients. ANY QUESTIONS: Moisand Fitzgerald Tamayo, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. (Additional important disclosures)
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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