Tobias Financial Advisors

About Tobias Financial Advisors

Tobias Financial Advisors, established in 1980, provides comprehensive personalized financial planning, investment advisory and tax services to a select group of clients. We are a small firm that keeps in close touch with our clients due to our strong belief and commitment to providing the time necessary to truly listen to the needs of each client and then fulfill those needs with uniquely devised strategies, plans, and solutions rather than “assembly line” investment advice. Our associates are all involved in the various areas of financial planning that our clients require. As a fee'only investment manager, Tobias Financial Advisors is beholden to no one other than our clients, totally independent from outside sources; our only compensation comes from our clients. For more information, please visit or email

1 job with Tobias Financial Advisors