Careers at
Moisand Fitzgerald Tamayo, LLC
Work for clients… not a quota!
Our award-winning team is looking to add talented individuals who share our values, are inspired by our mission, and will love both the clients we serve and the teammates that serve them.
What We Do
Our mission is to be “A Sanctuary from the Noise®.” The public is confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information and opinion on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services. That’s a lot of noise!
We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind.
We are paid only by our clients directly to serve only our clients. We do not sell financial products. We are fee-only financial planners and investment advisors that work exclusively in a fiduciary capacity to clients. We simply do not have the conflicts of interest that plague most of the “advisers” offering help to the public.
Our Core Philosophies
We help our clients take and keep control of their finances and develop a clear vision for the present, future, and their legacies.
If these values describe you, we should talk.
Integrity
- Congruence between words and deeds
- Saying what needs to be said over what another wants to hear
- Doing the right thing the right way
Passion for Excellence
- “Good enough” isn’t good enough
- Seeking to delight our clients
- Exceeding expectations
Leadership by Example
- Do what you say you will
- Serving a worthy cause
- Acting only with good intent
Lifetime Learning
- No one knows it all
- To be an expert, learn from the best
- To stay an expert, keep up with change
A Balanced Life
- Family First
- Happiness comes from great relationships
- Work should enhance one’s life not detract from it
Respect for Others
- Excellent teams have excellent teammates
- Advising is not judging
- Assume good intent from others
Why We Are Special
- We are accountable to the highest legal and ethical standards in all our service to clients.
- We are committed to staying truly independent, working exclusively for clients and no other parties.
- NO ONE on our staff sells products and no compensation is ever based on commissions or quotas. Our team is only paid to advise and serve clients and each person receives a proper salary for their efforts that reflects the professionals they are.
- We work actively to assure our team has a great working environment, opportunities for personal and career growth, is well-trained, actively participates in improving their skills and expertise, and is appropriately compensated for their excellence.
