Daniel Moisand is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Moisand Fitzgerald Tamayo, LLC in Melbourne, FL and the surrounding communities.
You have a right to engage a trusted advisor, directly and completely independent of any financial services company. In a world where conflicts of interest, poor strategies, and thousands of products abound, your family’s interests can be best served by such an advocate.
You deserve A Sanctuary from the Noise®. In a world where the 24/7 media spews a deluge of information about the chaotic economic, financial, and political environments, you are more likely to make sound decisions about your money in a setting of calm and reason.
You need experts. In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise.
Moisand Fitzgerald Tamayo, LLC is a truly independent financial advisory firm. ALL of our owners are local residents. When we say we work for you, it is not a slogan but a literal fact. We are paid only by clients, not financial services firms. Because of this, you can have confidence that all products, strategies, and tactics we recommend are made with only your interests in mind and stand on their own merit.
You may love working with us if you want:
+ Friendly experts working only for you, never for a commission or a kickback
+ Advisors who believe eliminating conflicts of interest is superior to merely disclosing those conflicts
+ To minimize the amount of time and attention you spend on business and financial news, preferring instead to let experts discern the newsworthy from the noise
+ A team that can sift through the deluge of rules, regulations, product pitches, and financial information to identify what is relevant to you
Moisand Fitzgerald Tamayo, LLC is a registered investment advisor regulated by the U.S. Securities and Exchange Commission.
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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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