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
MFT named a “Best Place to Work” for the 7th time
It’s true. We are very proud of our team. In December of 2025, we were named a best place to work for the 7th time. For the second straight year, Financial Planning magazine named us one of 2025’s “60 Best RIAs to Work for.” We appeared on Investment News’ list of the top 75 best places in the U.S. to work for financial advisors five times between 2019 and 2024. Financial Planning took over the evaluation from Investment News in 2024.
According to Financial Planning, “This year’s list was compiled through a two-part review of firms across the country. First, financial professionals working inside these organizations were surveyed about leadership, compensation and benefits, communication, training, workplace environment, engagement and overall satisfaction. Separately, researchers examined each firm’s policies, practices, benefit structures, systems and demographics to build a fuller picture of how each workplace operates.
To be eligible, firms had to be registered with the SEC, have at least 10 U.S.-based employees, maintain a physical U.S. location and have been in business for at least one year. Scores from the employee survey and the independent evaluation were combined to create each firm’s final ranking.
After tallying the results, 60 RIAs emerged as standouts — firms where employees say they feel supported, valued and excited to show up each day.”
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.
