Moisand Fitzgerald Tamayo is a fee-only wealth management firm serving retired and near-retired individuals and families across the United States – both virtually and from our offices in Florida – through financial planning, tax advice, and investment management.
Real financial planning is an continuous process to preserve your finances in the optimal condition by looking at it from all angles and focusing on your goals.
From substantive 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 become and remain organized.