Tobias Financial Advisors provides an advisory relationship that exudes the “personal” touch. Benjamin A. Tobias, the sole principal of the firm, personally knows and works with every one of the firm’s wealth management clients. This presents a level of service which we believe cannot be matched by the larger financial companies and banks.
We view each of our relationships in the context of an evolving process and trust that you will grow to rely on our consistent, knowledgeable advice and service. We believe that a long term investment strategy minimizes risk and allows for the selection of a sound asset-allocation strategy.
We are a fee-only firm and seek to avoid potential conflicts of interest by working solely for you. Whether your goals are to finance your child’s education or ensure a comfortable retirement, your satisfaction and peace of mind is our number one endeavor.
Our two primary types of services are: