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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
