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Monthly Archive for: "November, 2017"

Welcome to Aaron Krasney

November 27, 2017
#TFA News
 Welcome to Aaron Krasney

Join us in welcoming our newest Financial Advisor, Aaron Krasney. Aaron joined Tobias Financial Advisors in August and has hit the ground running. He began coursework to prepare for the CFP® exam [...]

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The True Value of Giving

November 21, 2017
#Estate Planning, Investment Planning, Retirement Planning
 The True Value of Giving

To add value to anyone’s life, we first must start with ourselves. By taking care of our own needs, facing our own challenges, and building our independence, we begin the path to better [...]

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The Uncommon Average

November 19, 2017
#Investment Management, Investment Plan, Investment Planning
 The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]

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Welcome to the team, Aimee!

November 13, 2017
#TFA News
 Welcome to the team, Aimee!

Tobias Financial Advisors is happy to welcome Aimee Morfa to the team. Aimee is our Administrative Assistant, who brings over a decade of customer support experience to our firm. After working at [...]

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Marianela Collado Featured on Wharton Business Radio

November 11, 2017
#In The News
 Marianela Collado Featured on Wharton Business Radio

On November 11, Marianela spoke with Professor Kent Smetters on the Wharton Business School’s Business Radio last month. Read more about the episode here.

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Why Incentives Matter: Brokers vs. Fee-Only Advisors

November 6, 2017
#Assets, Estate Planning, Investment Planning, Retirement Planning
 Why Incentives Matter: Brokers vs. Fee-Only Advisors

When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same [...]

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  • Welcome Alexander Bailey
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About Us
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.
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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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