“No matter where people are from, they are different, yet the same.” Our very own Monica Serrano learned this through her many travels. With a strong interest in art and architecture, Monica took [...]
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.