Who We Are


Our History and Vision


Over 40 years ago, Benjamin Tobias established a vision centered around integrity and a client-first financial planning mentality. Today, we proudly carry on his legacy by building a skilled and passionate team that remains committed to our core values. Our promise to deliver transparent, client-first service and comprehensive financial planning has never wavered.

Vision

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want.

Mission

By leveraging our financial, tax, and investment expertise we will develop, and implement, sound financial strategies that give our clients peace of mind and support them along the way to achieving their goals.

Commitment

100% Fiduciary – Your interests before ours

We proudly adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. This means that our advice is free from conflicts of interest, and we are dedicated to providing objective, unbiased recommendations that align with your financial goals. Our aim is to create a partnership based on trust, transparency, and a deep understanding of your aspirations. 

Fee-only – No product sales, no commissions, no conflicts

At Tobias Financial Advisors, we are passionate advocates for fee-only financial planning services. From the early days of our firm, we were convinced that commissions had no place in planning the futures of our clients. Our commitment to unbiased advice and placing our clients’ interests above all else has been our driving force. 

Independent

As an independent Registered Investment Adviser (RIA) we have the flexibility to explore a variety of solutions, and we carefully select our partners, vendors, and service providers based on our confidence in their ability to deliver exceptional value to our clients.

With over 40 years of cumulative experience in all aspects of wealth planning, our team of experts bring a depth of knowledge and expertise to every client relationship. We have navigated countless financial landscapes and witnessed the ever-changing dynamics of the industry.

Leadership for the Future


In 2017, a new chapter began at Tobias Financial Advisors with Marianela Collado and Mathew Saneholtz acquiring 100% ownership of the firm, with Marianela taking on the role of CEO. Under their guidance, the firm has expanded its reach and continues to provide exceptional fee-only financial planning and investment management services to over 370 clients, including individuals, families, and business owners.

Cultural
diversity

Our team is the heart and soul of our firm. With roots spanning eight different countries and fluency in five languages, our team members bring a wealth of unique perspectives, experiences, and expertise. This diversity is not only reflected within our team but also in our client base, as we serve individuals from various parts of the world.

BLEND OF
EXPeRIENCE AND YOUTH

One of our greatest strengths lies in the combination of experience and youth within our team. With professionals who bring decades of industry knowledge and emerging talents who offer fresh perspectives, we have the unique ability to adapt to the evolving needs of our clients. This blend of experience and youth positions us to serve clients effectively for decades to come.

Committed
to long-term relationships

We are committed to establishing a long-term partnership with you and your family, spanning not only your current financial needs but also extending to future generations, ensuring our support and guidance endure for years to come.

We’re Here for You


Discover the difference of working with a team that is dedicated to your financial well-being. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

On your keyboard tap enter to search or esc to close