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 continuous process to maintain your finances in the strongest position possible by reviewing it from all angles and focusing 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 have everything you need to remain and keep organized. You've worked diligently to earn & save your money.
We're here to protect it and enable expansion.