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 [...]
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.