Financial Advisor
CurrentAt Moisand Fitzgerald Tamayo, LLC, our mission is to be “A Sanctuary from the Noise®." We are fee-only financial advisors in Orlando, Melbourne and Tampa, Florida that provide truly independent, objective, expert financial planning and wealth management to a select group of families around the U.S. We give our clients financial confidence, security and peace of mind.How are we different? - REAL FINANCIAL PLANNING - We utilize an ongoing process of keeping one's finances in the best shape possible by integrating all facets of one's financial picture, including tax-preparation and planning. - INVESTING WITH LESS STRESS - We are investors, not speculators. We manage investment portfolios but do not “play the market,” try to time the market or otherwise gamble with our clients’ money.- FEE-ONLY FINANCIAL ADVISORS - When we say “fee-only” we mean only. We NEVER make commissions or take compensation from third parties. Our advisors are only paid to advise and serve clients and receive a proper salary for their efforts.- FIDUCIARY - ALWAYS, NO EXCEPTIONS - Saying we are “fiduciaries” means we obligate ourselves in writing to the highest standard under the law in ALL matters. We NEVER stop working solely for our clients. - INDEPENDENT - When we say “independent,” we mean it the way you probably define it. No one owns us and we are not under contract to any party to sell products. Legally, we only work directly for our clients and no one else.- OBJECTIVE - We do not sell products for anyone. We buy the best products we can find for our clients based solely on our client's needs. We are free to recommend, or not recommend, any financial instrument from any source. All products are evaluated based solely upon their merits, or lack thereof.
