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Tag Archives for: "Registered Investment Advisors"

Matt Joins the Registered Investment Advisor Advisory Board

December 5, 2016
#TFA News
 Matt Joins the Registered Investment Advisor Advisory Board

Matthew D. Saneholtz CFA, CFP®, EA recently accepted an invitation to serve on the Registered Investment Advisor Advisory Board coordinated by WisdomTree Asset Management, Inc. By joining the [...]

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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

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Plantation, FL 33324

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