Who We Are...

Why Choose Us

Many firms say their personnel are wonderful. At Moisand Fitzgerald Tamayo, LLC, we know ours are world class. We have the breadth and depth of knowledge to keep our clients’ finances aligned with their vision.

We don’t just say we are dedicated; we publicly commit in writing to act with undivided loyalty to our clients.

Dan Moisand

Dan Moisand

is a former national President and Chairman of the Financial Planning Association.

Charles Fitzgerald, III

Charles Fitzgerald, III

is a member of the board of Directors for the CFP Board of Standards.

Ron Tamayo

Ron Tamayo

has served on the Editorial Review Board of the Journal of Financial Planning for a decade.

Our advisors write regularly for several publications, are frequently engaged as panelists and speakers for planner and consumer groups, and are often cited as sources for media outlets. We are repeatedly ranked among the nation’s top independent wealth management firms and our support staff has twice been featured in financial advisory publications for its effectiveness.

“Quality is never an accident; it is always the direct result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.” – William A. Foster

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Is Moisand Fitzgerald Tamayo, LLC the wise choice among many alternatives?

It is for a select group of families.

We are the wise choice because...

  • Our team includes expert specialists in investments, retirement income, tax planning, and client service.

  • We have broadened our ownership ranks to be stronger and assure our firm can serve your family indefinitely.

  • Our compensation structure puts our clients’ interests first.

Clients choose us when seeking an advisor because of our...

  • DEDICATION TO OUR CLIENTS' INTERESTS

    We publicly commit in writing to act with undivided loyalty to our clients.

  • CREDENTIALS

    At Moisand Fitzgerald Tamayo, LLC, earning the Certified Financial Planner designation (CFP®), regarded by many as the premiere financial planning designation, is a minimum requirement for advancement to a position of advisor.

  • CONTINUOUS IMPROVEMENT

    Our advisors regularly attend conferences and continuing education programs far exceeding the minimum required.

  • WILLINGNESS TO SHARE OUR EXPERTISE

    Our advisors regularly speak at planner conferences and to consumer groups.

  • TALENTED TEAM

    We’ll put our staff up against anyone’s.

  • GREAT WORKING ENVIRONMENT

    We have extraordinarily low staff turnover.

  • SUCCESSION PLANS

    We have multiple owners among our staff and a formal written plan to ensure the firm exists indefinitely. We will be here to care for our clients’ finances for as long as they want our help.