Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times


Financial Times Names Moisand Fitzgerald Tamayo, LLC One of America’s Elite Investment Advisor Firms


FOR IMMEDIATE RELEASE

June 30, 2016

(Orlando, FL) – The Financial Times named Moisand Fitzgerald Tamayo, LLC a financial planning and wealth management firm in Orlando to its list of the Top 300 independent Registered Investment Advisors in America.

Said FT, “We present the FT 300 as an elite group.”

The publication used a “quantifiable and objective methodology that shunned any subjective input from firms… to ensure a list of established companies with deep, institutional expertise.” Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

After preliminary screenings of the Securities and Exchange Commission database, over 1,500 firms were invited to complete a lengthy application. The Financial Times (FT) then added its own research into their practices including data from regulatory filings to find those with “desirable traits for investors.” Firms were then graded based on six broad factors including assets under management, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility.

Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial TimesFT capped the number of companies from any one state roughly based on the distribution of millionaires across the U.S. 16 Florida firms made the list.

“We are both humbled and proud that our team would be recognized for our investment practices by such a credible publication,” said Ron Tamayo, CFP®, Principal and Certified Financial Planner. He added, “As personal finances get ever more complex, our ability to simplify and coordinate a clients’ affairs becomes increasingly valuable.”

Moisand Fitzgerald Tamayo, LLC has been listed among top firms several times by Wealth Manager, Financial Advisor, Advisor IQ, and Orlando Business Journal.

For more information contact Sara Nash at 407-869-6228 ext.114 or [email protected]/

 

 


 

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Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on FacebookLinkedIn, or Twitter.  

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About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.

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