Tobias Financial Advisors

Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 40 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on trust and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation.