Tobias Financial Advisors

Tobias Financial Advisors Tobias Financial Advisors is a fee-only wealth management firm providing personalized planning.

Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our dive

rse experience and collaborative culture enable us to guide clients confidently through every stage of wealth accumulation and legacy planning.

If SpaceX, OpenAI, or Anthropic become household names, does that automatically make them good investments?Not necessari...
06/24/2026

If SpaceX, OpenAI, or Anthropic become household names, does that automatically make them good investments?

Not necessarily.

When a company dominates the headlines, it's easy to focus on the story and overlook the investment decision itself. Factors such as valuation, risk, and how an opportunity fits within your overall financial plan can be just as important as the company's growth potential.

We share some insights on evaluating high-profile IPOs without feeling pressured to act simply because everyone else is talking about them.

https://tobiasfinancial.com/spacex-openai-and-anthropic-ipos-what-investors-should-consider-before-chasing-the-hype/

Did you miss our recent Exit Planning Webinar? You can still catch the conversation.In this session, our CEO, Marianela ...
06/23/2026

Did you miss our recent Exit Planning Webinar? You can still catch the conversation.

In this session, our CEO, Marianela Collado, and Chief Operating Officer, Edgar Collado, discussed exit planning, what it is, and how you can work on your business to make it work for you.

Watch the full webinar here: https://bit.ly/4a5O0qC

What do dirt bike racing and financial planning have in common?For Chad Williamson, both require discipline, focus, and ...
06/22/2026

What do dirt bike racing and financial planning have in common?

For Chad Williamson, both require discipline, focus, and the ability to navigate challenges with a long-term perspective.

Growing up in Arizona's racing culture helped shape the thoughtful, client-focused approach he brings to his role as a Wealth Advisor today.

Get to know Chad and learn more about his journey:

https://tobiasfinancial.com/get-to-know-chad-williamson/

Today, we recognize fathers and father figures for their guidance, consistency, and support through every stage of life....
06/21/2026

Today, we recognize fathers and father figures for their guidance, consistency, and support through every stage of life.

Get to know Erika, a dedicated Client Service Specialist!With a background in finance and a passion for helping others, ...
06/19/2026

Get to know Erika, a dedicated Client Service Specialist!

With a background in finance and a passion for helping others, Erika brings a thoughtful, solutions-focused approach to every client interaction. Her journey started with a curiosity about financial markets, which grew into a commitment to helping others build confident financial futures.

At Tobias Financial Advisors, Erika thrives on understanding client needs, solving problems, and delivering meaningful support every step of the way.

Read more about Erika and what drives her here:

https://tobiasfinancial.com/get-to-know-erika-roldan/

06/18/2026

When people hear "tax planning," they often think about deadlines and tax returns.

For business owners, however, tax considerations can come into play throughout the year as business decisions are being made.

In this clip, our Director of Tax Services, Lonnie Sluchak, discusses some of the areas that may warrant a closer look - from retirement plan contributions to S corporation compensation planning and evaluating different scenarios alongside your CPA.

Every business is different, which is why tax planning is rarely about finding a single solution. It's about understanding your options and making informed decisions based on your specific circumstances.

What tax-related topics are top of mind for your business this year?



For informational purposes only. Not intended as tax or legal advice. Tax outcomes vary and depend on individual circumstances. Consult your tax advisor before implementing any strategy.

It’s not too late to join today’s webinar!Join us today at 2:00 p.m. for our Exit Planning Webinar. Our CEO, Marianela C...
06/17/2026

It’s not too late to join today’s webinar!

Join us today at 2:00 p.m. for our Exit Planning Webinar. Our CEO, Marianela Collado, and Chief Operating Officer, Edgar Collado, will share their insights on personal, financial, and business goals, and how they can be aligned in order for you to successfully grow and transition your business, allowing you to live the life you want after your exit.

Register here and secure your virtual seat: https://bit.ly/4bPg2qx

06/16/2026

Private credit has grown in recent years as lending dynamics within traditional banking have evolved. These developments can introduce additional considerations, including liquidity and access to funds during certain periods.

Our Director of Investments, Chad NeSmith, and Chief Investment Officer, Matthew Saneholtz, shared their insights on how these factors are being discussed within the broader financial landscape and how they may be considered in the context of overall portfolio construction.

Learn more here: https://tobiasfinancial.com/takeaways-from-our-april-2026-quarterly-market-update-webinar/

Taxes don’t just matter in April. They can influence financial decisions all year long.A financial plan can become more ...
06/15/2026

Taxes don’t just matter in April. They can influence financial decisions all year long.

A financial plan can become more meaningful when tax strategy is part of the conversation from the beginning, not treated as a separate task once filing season arrives.

At Tobias Financial Advisors, tax planning is integrated into the way we approach wealth management year-round. Our team works collaboratively to help connect:

• Tax reviews and planning opportunities
• Investment and retirement strategies
• Long-term financial goals and cash flow considerations

When financial, investment, and tax planning work together, it can create greater clarity around the decisions that shape your future.
Learn more about why having in-house CPAs is beneficial:

https://tobiasfinancial.com/why-having-in-house-cpas-is-beneficial-to-clients-and-a-good-business-decision/

Is your business positioned to support the life you want after you step away?Join us on Wednesday, June 17th at 2:00 p.m...
06/12/2026

Is your business positioned to support the life you want after you step away?

Join us on Wednesday, June 17th at 2:00 p.m. for our Exit Planning Webinar. Our CEO, Marianela Collado, and Chief Operating Officer, Edgar Collado, will share their insights on personal, financial, and business goals, and how they can be aligned in order for you to successfully grow and transition your business, allowing you to live the life you want after your exit.

Register here: https://bit.ly/4bPg2qx

Address

1000 S Pine Island Road Ste 450
Plantation, FL
33324

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Tobias Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category