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Recent Articles


  • Tobias Financial Advisors Receives the 2024 NAPFA Excellence in DEI Award

    Tobias Financial Advisors Receives the 2024 NAPFA Excellence in DEI Award

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    We are proud to announce that Tobias Financial Advisors has earned the 2024 Excellence in Diversity, Equity, and Inclusion Award by the National Association of Personal Financial Advisors (NAPFA)! This recognition underscores our continuous commitment to fostering…

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  • Monthly Market Update | May 2024

    Monthly Market Update | May 2024

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    Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the…

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  • Individual Stock Risk

    Individual Stock Risk

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    We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is…

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