Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC is a financial planner in Orlando, FL. Located at 300 S Orange Ave #1170, the firm operates as a fee-only financial advisory practice providing expert financial planning, wealth management, and tax advice. The team serves clients across Florida through its eleven offices and via secure remote technology for those outside the immediate area. The business holds a 5.00 rating based on customer reviews.

The firm describes itself as one of America’s most decorated truly independent, 100% employee-owned financial planning and wealth management firms. Its staff includes CERTIFIED FINANCIAL PLANNER professionals, CPAs, and licensed tax experts who provide guidance backed by ongoing education. The team operates under a mission to serve as a sanctuary from the noise, paid directly by clients with no commissions, quotas, or product sales influencing compensation. This structure ensures loyalty to the client remains absolute. The firm emphasizes acting as a family’s Chief Financial Officer, bringing together financial planning, investment management, and comprehensive tax advice to build a strong financial foundation.

Services are tailored to specific stages of life, with a particular focus on retirement planning. The firm helps clients navigate obstacles such as balancing current comfort with future savings, managing income taxes, and coordinating tax plans with investments. For those approaching retirement, the team addresses pension and Social Security expectations, investment alignment, cash flow management on a fixed income, and potential caregiving needs. The approach involves a strategic four-step plan that includes getting to know client priorities, creating a personalized roadmap, walking through the plan in plain language, and monitoring progress with adjustments as needed. The firm provides real tax advice and detailed tax projections rather than basic tax planning.

Moisand Fitzgerald Tamayo, LLC stands among the strongest financial advisory firms locally, reflected in its perfect 5.00 rating from customers. The firm has earned recognition including placement on CNBC’s 2025 Financial Advisor 100 list and America’s Best Financial Advisory Firms for 2024, 2025, and 2026. It has also been named one of the Best Places to Work for Financial Advisors in 2026 and five other times since 2019. The firm has appeared on the America’s TOP 250 Registered Investment Advisory Firms list every year except one since 2006.

With a 5.00 rating and a team of certified professionals dedicated to independent, fee-only advice, Moisand Fitzgerald Tamayo, LLC provides the expert financial planning and tax guidance Orlando clients need to secure their future.

The office sits on South Orange Avenue, just a short distance from the Tower of Light and Orlando City Hall.

BizScoreAI gives the website a Technical score of 83 out of 100, which ensures the site is secure and readable for search engines. It also awards a Discoverability score of 75 out of 100, allowing AI crawlers to find every page and potentially recommend the business to users.

Services:

• Fiduciary Advisory
• Financial Planning
• Independent Financial Advice
• Retirement Planning
• Wealth Management