Moisand Fitzgerald Tamayo, LLC
Why choose us? Because you want your finances in the best shape possible. You want a proven team of experienced advisors who will identify the best course of action for your unique needs and circumstances.
MFT is one of the most highly acclaimed and decorated firms in the country. We are big enough to deliver an impressive breadth and depth of knowledge to help you keep your finances aligned with your vision, yet small enough to be highly attentive to our clients' needs. All of our owners are local employees. We have an extraordinarily high client retention rate and most new clients come from client referrals. As you can see in our January 2020 post, the financial planning community recognizes the talents of this firm.
If you become a client, you can expect:
- Your vision for your family will always be our focus.
- You will get expert advice from some of the most experienced and highest-regarded advisors in the country.
- You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition.
- We will be “A Sanctuary from the Noise®.” and not subject you to useless information or clutter your financial thinking.
- You will experience our unwavering written commitment to your needs.
Your experience with an advisory firm is determined in large part by the interactions with the firm's personnel. If we could highlight only one hallmark of MFT, it would be our staff's tenure. For instance, we have had just one Client Service Manager leave our firm since 2008. Our employees stay.