Moisand Fitzgerald Tamayo is a fee-based wealth management firm working with retired and near-retired individuals and families across Florida through financial planning, tax guidance, and investment management. Real financial planning is a evolving process to keep your finances in the strongest position possible by reviewing it from all angles and centering on your goals. From real tax advice (not just mere tax planning) to investment management and retirement planning or saving for college, your team at Moisand Fitzgerald Tamayo LLC will ensure you receive everything you need to remain and keep organized. You’ve put in the effort to earn & save your money.
We’re dedicated to preserving it and help you grow.