Moisand Fitzgerald Tamayo, LLC

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 ongoing process to preserve your finances in the optimal condition possible by looking at it from all angles and prioritizing 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 have everything you need to remain and keep organized. You’ve worked diligently to earn & save your money.
We’re dedicated to preserving it and enable expansion.