Moisand Fitzgerald Tamayo Investment Strategy The firm offers wealth management services and financial planning advice in five primary areas: risk management, investments, taxes, retirement and estate planning. Whether you’re looking to build an investment portfolio for just yourself or for your entire family, Moisand Fitzgerald Tamayo says it can help you. Outside of the firm's Orlando headquarters, it operates offices in Melbourne and Tampa. It’s independently owned by five principals: Daniel Moisand, Charles Fitzgerald III, Ronald Tamayo, Derrick Chandler and Michael Salmon.
Moisand Fitzgerald Tamayo was formed in 1998.
The advisory team holds multiple certifications, including the certified financial planner (CFP), enrolled agent (EA) and accredited portfolio management advisor (APMA) designations. The fee-only firm, however, also accepts smaller accounts based on discretion. Though Moisand Fitzgerald Tamayo requires an account minimum of $1 million, it serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit sharing plans and charities. The asset allocation assigned to your funds is strategically divided between these investment opportunities to diversify your portfolio as much as possible. government and government agency securities. Resource Consulting Group primarily invests its clients’ assets in domestic and foreign stocks, fixed-income securities, real estate investment trusts (REITs) and U.S. This means they build your portfolio to maximize return within the parameters of your risk tolerance. Like many financial advisor firms, Resource Consulting Group bases its investment strategies on Modern Portfolio Theory. Resource Consulting Group Investment Strategy The firm also serves corporations, small businesses and charitable organizations. The advisors at Resource Consulting Group average about 20 years of experience in the financial services industry.įor individuals, the firm’s main areas of focus are investment advisory services, trust creation, retirement planning and estate planning. It is independently owned by founder, CEO and wealth advisor Mike Davis, who holds the certified financial planner designation. Resource Consulting Group Backgroundįounded in 1988, Resource Consulting Group is one of the oldest firms on this list. In some situations, though, the firm may accept clients with less than that. The firm’s client base is made up of both high-net-worth and non-high-net-worth individuals, as well as pension and profit sharing plans, charitable organizations and employees.Ĭlients need at least $1 million in investable assets to open an account. Resource Consulting Group is a fee-only financial advisor firm, which means all of its compensation comes from client-paid fees. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record.
To find the top financial advisors in Orlando, we first identified all firms registered with the SEC in the city. Stonebridge Financial Planning Group, LLC Let us help match you with up to three vetted fiduciary financial advisors.
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