Orlando FL

Financial Advisors
Orlando, FL

Bank of America Plaza
300 S. Orange Ave. Suite 1170
Orlando, FL 32801

407-869-6228

We are located at the corner of Orange Avenue and South Street in downtown Orlando, directly across Orange Avenue from the Grand Bohemian hotel. The parking garage is accessed off of South Street. Both Orange Avenue and South Street are one-way. See a printable PDF of directions to parking and the office here.

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 Orlando?

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.

USA Today

America’s 500 Best Financial Advisory Firms 2024.

Forbes

America’s TOP 250 Registered Investment Advisory Firms 2024 and 2023

Investment News

Named one of the 75 Best Places to Work for Financial Advisors 2024 and 4 other times since 2019.

Wealth Management.com

RIA Edge 100 2023 – Wealth Mangement’s list of America’s top firms

Seminole 100

100 fastest-growing businesses owned or led by Florida State University alumni in the U.S. 2025 and 6 other times since 2018

Financial Advisor

FA’s 2025 Registered Investment Advisory Survey and Ranking based on assets under management. We have appeared on this list every year except one since it started in 2006

Limitations of awards & recognitions

Limitations of awards & recognitions: Moisand Fitzgerald Tamayo, LLC does not participate in any program requiring a fee to participate or receive an award. 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 to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by participating advisersNo 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. (Additional important disclosures)

Who We Serve

Mid-Career Families

You’ve successfully built a career and a family, but need help determining how to plan for the future.

Approaching Retirement

The finish line is in sight. We’ll help you take a step back and get everything sorted for a smoother transition into retirement.

Already Retired

Personal finances can be more complex in retirement than ever before. We’ll make sure you’re still on track to enjoy whatever comes next.