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Current company Moisand Fitzgerald Tamayo, Llc
Financial Services · 32 employees · Founded 1998 · Orlando, Florida, United States
At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisors—we are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors:
1. Fiduciary Duty
We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may "switch hats" to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty remains solely with our clients.
2. Comprehensive Tax Planning and Preparation
We go beyond investment advice to offer thorough tax planning and preparation services. With two CPAs and six Enrolled Agents on staff, we provide expert tax advice and representation before the IRS, helping you keep more of your hard-earned money.
3. Real Financial Planning
Financial planning at our firm is an ongoing, comprehensive process. We address all aspects of your financial life, from managing investments to tax strategies. Our approach ensures that your finances are in optimal shape across multiple areas, not just on paper but in real life.
4. True Independence
Our independence means that we work exclusively for you, with no ties to third-party product sales. We are not owned by, nor under contract with, any brokerage firms, allowing us to provide unbiased advice tailored to your needs.
5. Continuity and Succession Planning
We are not a one-person show. With multiple owners and a formal succession plan, our firm is built to last, providing continuity and stability for our clients across generations.
6. Prudent Investment Philosophy
We focus on long-term investment strategies rather than short-term speculation. Our disciplined approach is designed to help you achieve financial security without the stress of trying to time the market.