Moisand Fitzgerald Tamayo is a fee-only wealth management firm serving retired and near-retired clients and families across Florida via financial planning, tax guidance, and investment management. Real financial planning is an ongoing process to keep your finances in the best shape possible by looking at it from all angles and focusing on your goals. From real tax advice (not just mere tax planning) to investment management and retirement strategy and saving for college, your team at Moisand Fitzgerald Tamayo LLC will confirm you possess everything you need to remain organized. You’ve worked diligently to earn & save your money.
We’re here to preserve it and help you grow.
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