This past October, the NAPFA Fall Conference was held in Washington D.C. The conference is an industry-strengthening event that focuses on both educating financial planners as well as cultivating [...]
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.