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Monthly Archive for: "October, 2019"

How We Invest in Our Community

October 29, 2019
#Children, In The News
 How We Invest in Our Community

A cornerstone of who we are as a firm is our commitment to helping people. It’s why we exist. That commitment not only includes our team and our clients, but also our community. We each find ways [...]

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Tobias Financial Advisors Recognized for Commitment to Philanthropy

October 24, 2019
#TFA News
 Tobias Financial Advisors Recognized for Commitment to Philanthropy

On Saturday, Sept. 7, at its annual Celebrity Chefs Food Tasting & Auction, the Ann Storck Center presented Tobias Financial Advisors with the Marvin Gutter Corporate Philanthropy Leadership [...]

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What Does Diversity Look Like in our Industry?

October 15, 2019
#In The News
 What Does Diversity Look Like in our Industry?

Diversity and inclusion in our industry have come a long way. And still have a long way to go.  On September 24, we and a few of our colleagues were honored with Diversity and Inclusion awards [...]

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How Do You Afford Your Coffee Breaks?

October 9, 2019
#Investment Plan, Investment Planning
 How Do You Afford Your Coffee Breaks?

Do you have a coffee habit? Is it your morning routine or your afternoon pick-me-up? However you prefer your cup, it could be eating into your budget. Marianela recently shared her tips in this [...]

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Should You Set Up a Trust?

October 2, 2019
#Investment Management, Investment Planning
 Should You Set Up a Trust?

As you work with your CERTIFIED FINANCIAL PLANNER™ professional on your estate planning goals, you may be wondering if a revocable trust is right for you. Revocable trusts can allow your assets [...]

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Recent Posts
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
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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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