Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT Award
Moisand Fitzgerald Tamayo, LLC was honored by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics standards, and advance the financial planning profession. The firm was acknowledged at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors.
Moisand Fitzgerald Tamayo is 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.
Left: Derrick Chandler, CFP®, Principal MFT / Dan Moisand, CFP®, Principal MFT. Center: Derrick and Dan flanking Jon Dauphine, CEO of the Foundation for Financial Planning & Katie Hammer, Senior Director of Development and Communications for the Foundation for Financial Planning, the non-profit the firm chose to receive its $15,000 award donation. The Foundation powers the pro bono efforts of the financial planning profession. Left: Jim Kovach, Managing Director Schwab Advisor Services; Christina Aguinaldo, Relationship Manager Schwab Advisor Services; Jonathan Beatty, Chief Operating Officer, Schwab Advisor Services; Dan; Derrick; Bernie Clark, Executive Vice President and Head of Schwab Advisor Services
A Sanctuary from the Noise...
We are confronted by a 24/7 financial news cycle, a parade of financial gurus, an infinite amount of information on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services.
That's a lot of noise!
Your financial life doesn’t need to be noisy. At Moisand Fitzgerald Tamayo, LLC, our mission is to be “A Sanctuary from the Noise®." We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind.
Personal finance has never been more complex. Discerning what information is important and useful has never been more challenging. This will only get more complex for high net worth families. We believe we are exceptionally good at identifying the best course of action for our clients’ unique needs and circumstances…
Helping them move toward their vision for the future.
How We are Different...
Every firm will tell you they are smart, ethical, and committed to helping their clients achieve their goals. We do more than just talk, our credentials are exemplary. We at Moisand Fitzgerald Tamayo, LLC have been operating exclusively as fiduciaries, legally obligated to place our clients’ interest first for well over a decade. We only work in a fiduciary capacity and never “switch hats” to become sales people. We have no mechanism in place to receive compensation from anyone other than our clients directly.
We make commitments to our clients in writing - most other advisors will not or cannot.
We don’t just say we are dedicated; we publicly commit in writing to act with undivided loyalty to our clients.
About Us...
We don’t have a crystal ball or a magic wand. We are not gurus or pundits. We are professional advisors.
Our credentials? They are top-notch.
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. Most recently, our firm won the 2019 Trailblazer IMPACT AwardTM recognizing our two decades of effort to improve the quality of advice, raise the bar for ethics standards, and advance the financial planning profession.
Who We Serve...
If you place great value on your time and energy, if your attention is best placed on those for whom you care the most… we should talk. Families who work with us know their time, energy, and attention are extremely valuable and best spent on the people and activities they love.
Money, managed well, can help make that happen.
We work best with people who want...
- To minimize the amount of time and attention they spend on business and financial news, preferring instead to let an expert discern the newsworthy from the noise.
- To engage a team of experts who can sift through the deluge of rules, regulations, product pitches, and financial information to identify what is relevant to them.
- To have experts who work solely for them, not for a sales commission.
- To have advisors who believe eliminating conflicts of interest is superior to merely disclosing those conflicts.