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Moisand Fitzgerald Tamayo, LLC Logo
Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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Elder Hanson & Company, Ltd

Naperville, Illinois

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Forum Financial Management

Lincolnshire, Illinois

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Massachusetts

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Hanmi Bank

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Springer Nature

Jersey City, New Jersey

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OMS National Insurance Company

Schaumburg, Illinois

Horizon Wealth Management

La Grange, Illinois

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Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

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Tate & Lyle

Hoffman Estates, Illinois

Arch Insurance Group, Inc.

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Budros, Ruhlin & Roe

Columbus, Ohio

Wilcox Arredondo & Co.

Canby, Oregon

ZINER & MURPHY, PC

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BFG Financial Advisors

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Covenant Living

Skokie, Illinois

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NACM Connect

Rolling Meadows, Illinois

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Senior Financial Advisor
Moisand Fitzgerald Tamayo, LLC
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About Moisand Fitzgerald Tamayo, LLC
What we do... Our mission is to be “A Sanctuary from the Noise®." The public is confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information and opinion on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services. That’s a lot of noise! We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind. We are paid only by our clients directly to serve only our clients. We do not sell financial products. We are fee-only financial planners and investment advisors that work exclusively in a fiduciary capacity to clients. We simply do not have the conflicts of interest that plague most of the “advisers” offering help to the public. Our Core Values... It is easy to dismiss core values because in many cases they are just words on a page. Not here. We hire, evaluate, and reward our team based on them. We believe this practice is a major contributor to our receipt of many significant accolades including being named one of the top 75 firms in the country as a Best Pla...ce to Work for Financial Advisors by InvestmentNews three times, most recently in 2022. Our people and culture are our most valuable assets and we strive to live these core values every day.
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https://www.financialjobexchange.org/jobs/17152244/senior-financial-advisor
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