Moisand Fitzgerald Tamayo is a fee-based wealth management firm supporting 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 preserve 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 planning and saving for college, your team at Moisand Fitzgerald Tamayo LLC will ensure you receive everything you need to get and stay organized. You've worked diligently to earn & save your money.
We're committed to safeguarding it and enable expansion.