Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo is a fee-only wealth management firm working with 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. True financial planning constitutes an ongoing process to keep your finances in the optimal condition by reviewing it from all angles and focusing on your goals. From real tax advice (not just basic tax planning) to investment management and planning for retirement or education funding, your team at Moisand Fitzgerald Tamayo LLC will ensure you have what's required to become and remain organized.