Financial Advisors
Boca Raton, FL
Fee-Only, Independent Fiduciaries in Boca Raton
Moisand Fitzgerald Tamayo, LLC
If one of our 11 Florida offices or our Dallas – Ft. Worth office is not convenient, we are happy to work with you via secure remote technology.
Why Choose Us
in Boca Raton?
What is best for one family may not be best for another but if you want expert advice from a team that never switches roles from an advisor to you to a salesperson for some other party and owes its loyalty to you 100% of the time, we are definitely a great choice. MFT is one America’s most decorated truly independent 100% employee-owned financial planning and wealth management firms.
America’s 500 Best Financial Advisory Firms 2024.
America’s TOP 250 Registered Investment Advisory Firms 2024 and 2023
Named one of the 75 Best Places to Work for Financial Advisor 2024 and 4 other times since 2019.
100 fastest-growing businesses owned or led by Florida State University alumni in the U.S. 2025 and 6 other times since 2018
RIA Edge 100 2023 – Wealth Mangement’s list of America’s top firms
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
