MFT named a “Best Place to Work” for the 8th time
Moisand Fitzgerald Tamayo has been named a best place to work for the 8th time. Investment News placed us on their list of the best places to work for financial advisors in the U.S. for the sixth time since 2019. This recognition comes on top of the news we revealed in January that for the second straight year, Financial Planning magazine named us one of 2025’s “60 Best RIAs to Work for.”
According to InvestmentNews, “In today’s wealth and investment landscape, the employers that stand above the rest are those that lead with transparency and respond with agility to the evolving needs of their teams.
The top firms aren’t just competing on compensation grids and benefits packages; they are building workplaces where individuals can see a future, feel a purpose, and participate in genuine ownership of the firm’s success.”
Evaluation criteria
“Organizations were evaluated using both employer-provided data and anonymously collected employee feedback. Scoring was driven primarily by employee sentiment, consistent with SEC expectations for transparency in awards that incorporate survey results.
1. Employer questionnaire (company-provided data)
Organizations supplied verified information regarding:
- workplace culture and values
- employee benefits and compensation practices
- policies related to flexibility, well-being, and work–life balance
- learning, development, and advancement programs
2. Anonymous employee survey
Employees evaluated their workplace across key areas, including:
- opportunities for growth and career advancement
- satisfaction with leadership and communication
- perceived culture, collaboration, and engagement
- fairness of compensation and benefits
- trust in management”
For more detail, see bottom of the the publication’s write up, here.
It’s true. We are very proud of our team, and it is gratifying to see others recognize the work we do to maintain a great working environment.
Moisand Fitzgerald Tamayo, LLC serves as financial advisors in Orlando, Melbourne, Tampa, Jacksonville, Daytona Beach, Lake Mary, Lakeland, Ft. Pierce, West Palm Beach, Boca Raton, Ft. Lauderdale and Dallas.
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’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)