On USNews.com on November 14, 2012, Benjamin Tobias was quoted in the article 4 Things to Consider When Changing 529 Plan Beneficiaries. The article discusses the many benefits of using 529 Plans [...]
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.