Between our decades of experience as fee-only financial advisors and our many leadership positions within the financial planning profession, we know what great financial planners look like. We believe the expertise and accomplishments of our award-winning team of fee-only CERTIFIED FINANCIAL PLANNER™ professionals, tax specialists, portfolio specialists, and the people who support them are as fine as you will find anywhere in the world.
Forgive us if that comes across as arrogant. Get to know us and you’ll see that while we take our work seriously, we are just a group of down-to-earth people that have formed one of the most highly acclaimed and decorated firms in the country.
Dedicated to helping our clients put their financial affairs in the best possible condition.
Our fee-only financial advisors write for several publications, are frequently engaged as speakers to planner and consumer groups, and are cited as sources for media outlets. Our support staff has twice been featured in financial advisory publications for their effectiveness. We have been repeatedly ranked among the nation’s top independent wealth management firms in various publications such as the Financial Times. In 2019 alone, we were again named a top firm by the Financial Advisor and AdvisoryHQ, ranked 24th overall when dubbed one of the 75 Best Places To Work For Financial Advisors in the US by InvestmentNews, and named to the Orlando Business Journal's "Fast 50" as one of the 50 fastest growing privately-owned companies in Central Florida.
We finished 2019 with one of the most prestigious accolades in the U.S. for independent advisory firms when we were honored by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM for over 20 years of efforts to improve the quality of advice, raise the bar for ethics standards, and advance the financial planning profession.
“We’re proud to recognize the high standard that these IMPACT Award-winning firms set,” said Jonathan Beatty, chief operating officer, Schwab Advisor Services. “They exemplify the best qualities of independent investment advisors, and their dedication to serving their clients and communities continues to drive the ongoing success of this industry.”
Moisand Fitzgerald Tamayo, LLC is fully independent and not owned by or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Awards® and this profile are not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. The information provided and the views expressed by the Registered Investment Advisors and their representatives are their own, without endorsement or verification by Schwab, and some statements have been edited.