Who We Serve...

Moisand Fitzgerald Tamayo, LLC

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.

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With our firm, your vision for your family is supported by truly independent experts.

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.