Why Use This Tool?

Moisand Fitzgerald Tamayo LLC provides comprehensive fee-only wealth management services to corporate executives, professionals, and other affluent clients. We utilize a team approach in analyzing and planning an investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are base solely on specific needs, circumstances and goals.

Our mission is to partner with clients to establish and achieve financial goals through planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. We put our client's interest first, act with integrity and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are interested in a long-term relationship. They are highly motivated to work with a professional advisor, not a sales representative. Our philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of their wealth.

Ron Tamayo is a Principal and founding member of the firm. He specializes in retirement planning, investment policy and tax reduction for corporate executives and business owners. He has more than 25 years of financial planning and tax compliance experience.

His planning advice has been featured in various national and local media including Smart Money Magazine, Florida Trend Magazine, Morningstar and the Orlando Sentinel.  

Ron’s expertise in financial planning has been recognized by the Journal of Financial Planning, where he serves on their Editorial Review Board.  He also served for two years as a member of the Journal’s Editorial Advisory Board.

Ron is past Chairman and President of the Financial Planning Association of Central Florida and he served as an Executive Committee member of the Central Florida Estate Planning Council. He is also a member of the National Association of personal Financial Advisors, the nation’s leasing organization of fee-only comprehensive financial planning professionals.

Ron earned a Bachelor of Science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments at the University of Central Florida.