Orlando Financial Advisor Firm Named A Best Place To Work

Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a Best Place To Work for Financial Advisors by InvestmentNews

Our firm has been fortunate to earn a number of accolades over the years.

We’ve appeared multiple times on lists of top advisory firms by the likes of Financial Advisor magazine and the Financial Times. We’ve made the Inc 5000. Our staff has been highlighted in Financial Planning magazine and Investment News and a number of individuals have received recognition such as Charlie Fitzgerald receiving the Heart of Financial Planning award from the Financial Planning Association, Dan’s appearance on a number of top advisor and most influential lists, and Mike Salmon’s recent dubbing as a “10 Young Advisors to Watch” by Financial Advisor. We are humbled and grateful for all of these, but 2019 brings with it a recognition about which we are even more proud.

We reflected on how special we think Moisand Fitzgerald Tamayo, LLC is last July in conjunction with our 20th anniversary. We highlighted how proud we were of our staff’s stability and our working environment. Now, our efforts are being recognized by an independent third party.

Listed 24th overall and 10th in the under 30 employees category, we are one of just 75 financial advisory firms in America named to InvestmentNews’ “2019 Best Places To Work for Financial Advisers”.

…recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice.

The national publication wanted to “…recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, the CEO/Publisher of InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices,” she continued. That is exactly what we have been striving for every day.

The program required us to submit information about our human resources programs and benefits, but the program also required we allow the employee survey firm, Best Companies Group, to conduct anonymous surveys directly with employees. The organizations who made the cut scored the highest when their internal practices and employee surveys were evaluated. InvestmentNews focused their assessment on “… a number of key areas, including the quality of leadership, pay and benefit practices and work-life balance.”

That alone would have made this recognition special but to us, there is more.

We are committed to remaining truly independent and – without exception – working solely as fiduciaries, getting paid only by clients, not by any third parties. Most firms are afraid of the burden a true fiduciary standard entails. We believe our adherence to such standards further strengthens client confidence. To meet high standards, we must be choosy about who we hire to serve clients.

To meet high standards, we must be choosy about who we hire to serve clients…a client-focused disposition, a positive attitude, and a culture which pairs high expectations with an environment that facilitates doing what is best for clients.

We know that providing great service stems from a commitment to helping clients. It comes from a client-focused disposition, a positive attitude, and a culture which pairs high expectations with an environment that facilitates doing what is best for clients. Our employees possess a passion for excellence. Our team is loaded with curiosity and loves to ask, “What if?” and think through scenarios.

photo of the Moisand Fitzgerald Tamayo teamThis passion is also why we are committed to lifelong learning. It is why we attend so many conferences and are active members of our professional associations. We believe our passion for excellence enhances our clients’ confidence in us, the decisions they make, and the decisions we make on their behalf.

Lastly, while we love our work and our work environment, it is work. It is important for us to seek a balanced life. This accolade reflects that desire as well. As the editor put it, “Sure, the firms being honored here pay well and offer great benefits, but they also empower employees to make decisions and allow them to maintain a reasonable balance between work and their personal lives.”

As we’ve grown, we have expanded our staff and will continue to invest in the next generation of financial planners and support staff, so we can maintain our high standard of care.

Thank you for allowing us to work for you. We look forward to many more years together.

News & Notes

MFT named to “Seminole 100” again:  For the second year in a row, we were named to the Seminole 100, a program run by the Jim Moran Institute for Global Entrepreneurship at FSU’s College of Business, recognizing the 100 fastest growing privately held businesses owned or co-owned by a graduate of Florida State University. FSU alum Dan Moisand accepted on behalf of the firm at a banquet in Tallahassee on March 2nd.

MFT named to “Seminole 100” againIt is encouraging to be recognized for a strong growth rate because our “marketing” is almost purely word of mouth. This listing validates our long-held belief that the best way to build the firm is to do great work for our existing clients. As personal finances get ever more complex, our ability to simplify and coordinate a clients’ financial affairs and serve as “A Sanctuary From The Noise®” becomes increasingly important and valuable.

Form ADV and Privacy Policy: A copy of our 2019 firm disclosure brochure ADV Part 2A & 2B and our Privacy Policy have been uploaded to the secure client portals. We must provide you a summary of any material changes and a copy of our firm’s Privacy Policy at least annually. At any time if you would like a full copy of our disclosure brochure or Privacy Policy and cannot retrieve it from your portal, contact Sara Nash at ext. 114.

Please remember to call us: When anything significant happens in your life, including changes in your finances, family, or health that could affect your financial plan, please let us know so that we can adapt our planning and portfolio work for you accordingly. Also, if you ever fail to receive a monthly statement for one of the Schwab Institutional or TD Ameritrade Institutional accounts under our management, please let us know so we may assure the respective custodian delivers your statements promptly.

Yours truly,

The Team at Moisand Fitzgerald Tamayo, LLC

 Contact Us

Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on FacebookLinkedIn, or Twitter.  

Important Additional Information & Disclosures

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moisand Fitzgerald Tamayo, LLC-“MFT”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. 

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Please Note: Limitations:  While MFT does NOT pay for recognition, awards, or publicity, 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 MFT is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of MFT by any of its clients.  ANY QUESTIONS: MFT’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your MFT account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your MFT accounts; and, (3) a description of each comparative benchmark/index is available upon request.


About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.


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