Tobias Financial Advisors is proud to announce that our Wealth Advisor Yesenia Realejo will serve as a panelist at The Institute for the Fiduciary Standard on Wednesday, September 21st at 3:00 PM [...]
Our CEO Marianela Collado was featured in Shoutout Miami where she offered us a deeper look into her personal and professional life. She shared her experience as a business owner, what challenges [...]
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.