Moisand Fitzgerald Tamayo, LLC
Why choose us? Because you want your finances in the best shape possible. You want a proven team of experienced advisors who will identify the best course of action for your unique needs and circumstances.
MFT is one of the most highly acclaimed and decorated firms in the country. We are big enough to deliver an impressive breadth and depth of knowledge to help you keep your finances aligned with your vision, yet small enough to be highly attentive to our clients' needs. ALL of our owners are local employees. We have an extraordinarily high client retention rate and most new clients come from client referrals because of our staff's quality and stability. We've been named to InvestmentNews' list of America's Top 75 Best Places to Work for Financial Advisors 5 times since 2019.
If you become a client:
- You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition. Never sold or judged.
- We will be “A Sanctuary from the Noise®.” and not subject you to useless information or clutter your financial thinking.
- You will get expert financial and tax advice, not merely “tax planning” from one of the most highly acclaimed and decorated firms in the country.
- Your vision for your family will always be our focus.
- You will experience our unwavering written commitment to your needs.
Contact us. We might be the perfect firm for you.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.