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Working with a Real Fiduciary Advisor

March 16, 2023
#TFA News
 Working with a Real Fiduciary Advisor

Are you working with a real fiduciary advisor and what does it mean for you? When working with an advisor, it is important to ask questions to protect your assets and understand if your financial [...]

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InvestmentNews 2023 Best Places to Work for Financial Advisers

March 8, 2023
#In The News, TFA News
 InvestmentNews 2023 Best Places to Work for Financial Advisers

We have some exciting news. On March 7th, 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews!  Tobias Financial Advisors [...]

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Introducing our Tax Team

March 1, 2023
#TFA News
 Introducing our Tax Team

We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related [...]

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The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023

February 2, 2023
#TFA News
 The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023

Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role. We are proud of Franko’s [...]

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Welcome Alexander Bailey

January 25, 2023
#TFA News
 Welcome Alexander Bailey

We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional [...]

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Top 5 States Where Retirees Are Moving

January 19, 2023
#TFA News
 Top 5 States Where Retirees Are Moving

More and more retirees are making changes in residency. Florida is one of the most popular destinations, along with North Carolina, Michigan, Arizona, and Georgia. The driving force behind the [...]

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Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation

January 18, 2023
#TFA News
 Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]

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Get To Know Christopher Brooks

January 17, 2023
#TFA News
 Get To Know Christopher Brooks

When you ask Christopher to describe his favorite childhood memory, he answers, moving. Brazil, Pembroke Pines, San Diego, Baltimore, and Barcelona are just a few places Christopher has lived in [...]

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Welcome, Lonnie Sluchak!

December 12, 2022
#TFA News
 Welcome, Lonnie Sluchak!

We are happy to introduce you to the newest member of our team, Lonnie Sluchak, CPA. Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth [...]

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Introducing Our New Tobias Financial Advisors’ Client Portal

December 6, 2022
#TFA News
 Introducing Our New Tobias Financial Advisors’ Client Portal

Our team at Tobias Financial Advisors is always looking for ways to improve our service. Whether that means researching the best possible investments for your portfolio, creating comprehensive [...]

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Recent Posts
  • Working with a Real Fiduciary Advisor
    Working with a Real Fiduciary Advisor
  • InvestmentNews 2023 Best Places to Work for Financial Advisers
    InvestmentNews 2023 Best Places to Work for Financial Advisers
  • Introducing our Tax Team
    Introducing our Tax Team
  • The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live
    The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live
  • South Florida Business Journal 2023 Best Places to Work
    South Florida Business Journal 2023 Best Places to Work
  • Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
    Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
  • Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More
    Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More
  • 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
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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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