Welcome to Tobias Financial Advisors
Tobias Financial Advisors, established in 1980, provides personalized financial planning, investment advisory, and tax services to a select group of clients. We are a small firm that keeps in close touch with our clients.
What Makes Us Different
We keep our client base small due to our strong belief and commitment to providing the time necessary to truly listen to the needs of each client and then fulfill those needs with uniquely devised strategies, plans, and solutions rather than “assembly line” advice. As a fee-only investment manager, Tobias Financial Advisors is beholden to no one other than our clients, totally independent from outside sources; our only compensation comes from our clients.
We offer attentive service suited to your unique situation and place an emphasis on client education. We pride ourselves on taking the various pieces of your financial puzzle and arranging them to create a comprehensive picture that accurately reflects your risk tolerance, goals and objectives. The broad spectrum of financial expertise we offer includes asset management, estate and tax planning, education and retirement planning, and recommendations to ensure your insurance needs are met.