Memberships

Tobias Financial Advisors encourages participation in national study groups.

^{*** The listing of the names, websites and descriptive information of the advisors shown below in no way indicates a recommendation or endorsement of the individual or their firm. ***}

Benjamin A. Tobias actively participates in the Aegis Study Group. The Aegis Study Group is designed to share knowledge and ideas between colleagues and peers in order to further augment personal proficiency and benefit respective clients as well as the financial planning industry as a whole. The Aegis Study Group has ten independent financial planning / investment management firms. The purpose of the Aegis Study Group is to enhance each other's professional skills through sharing of knowledge, expertise and resources in a non-competitive, confidential and supportive environment.

The other members of the Aegis Study Group are:

Nancy Blunck: www.blunckfinancial.com

Rick Clarke: www.zrccpas.com

Mike Durant: www.belmontfinancial.net

John Eckel: www.pinnacle-investment.com

Tom Gnuse: www.htginvestmentadvisors.com

Kathleen Kee: www.pia-invest.com

Marty Kurtz: www.theplanningcenter.com

Susan John: www.yourfinancialfocus.com

Other Memberships

• National Association of Personal Financial Advisors (NAPFA)
• Financial Planning Association (FPA)
• Investment Management Consultants Association (IMCA)
• Certified Financial Planner (CFP®)
• American Institute of Certified Public Accountants (AICPA)

^{*** The listing of the names, websites and descriptive information of the advisors shown above in no way indicates a recommendation or endorsement of the individual or their firm. ***}