Accolades

Awards & Accolades

We believe our accolades are a reflection of our dedication to maintaining the highest standards of integrity, professionalism, and excellence.

Every award we receive inspires us to provide exceptional service and guidance to our clients.

America’s Top Registered Investment Advisory Firms 2024 based on assets under management. We have appeared on this list every year except one since it started in 2006

We value our relationships with our clients above all else and always strive to provide the best possible experience for every client we serve. We believe that these awards are not just milestones but a continuous reminder of our responsibility to uphold the trust and confidence our clients place in us.

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2019 Schwab Advisor Services – Trailblazer IMPACT Award

We highlight this award because in encapsulates who we are as a firm – focused on delivering great advice to our clients and dedicated to advancing financial planning as a profession. Our firm was recognized with this highly prestigious award for our efforts to improve the quality of advice, raise the bar for ethics standards, and advance the financial planning.  The Trailblazer IMPACT AwardTM  from Schwab Advisor Services was awarded to us by a panel of independent judges who cited the firm’s work to help set standards for financial planning ethics, advise on the creation of Florida’s first financial planning business degree program, and successfully advocate for Florida high schools to integrate financial literacy into the curriculum among many other efforts, .

(Note: We work only for clients directly, not for Schwab or any other party.) Learn more

Limitations: 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, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to 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. Moisand Fitzgerald Tamayo, LLC does not participate in any program requiring a fee to participate or receive an award. (Additional important disclosures)