Our mission is to be “A Sanctuary from the Noise®.”
ALWAYS On Your Side
Paid only by our clients directly to serve only our clients.
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’re proud to be fully independent and 100% employee-owned. With exceptional employee and client retention, our team is built to last. We’ve also put a solid internal succession plan in place, ensuring the firm stays independent for generations to come.
We are proud to be one of the most highly acclaimed and decorated firms in America. Our CERTIFIED FINANCIAL PLANNER® professionals, CPAs, and licensed tax experts provide sound guidance backed by ongoing education and the highest standards in financial planning.
Themagazine’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: 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 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’sChief 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)
Our team is committed to securing your financial future while keeping your needs at the center of everything we do. Let’s set up an initial conversation to see how we can help.