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.

Did you miss our Retirement Planning Webinar? You can still catch the conversation.In this session, Senior Wealth Adviso...
06/03/2026

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

In this session, Senior Wealth Advisor, Yesenia Realejo, and Wealth Advisor, Ursula Auger, shared perspectives on preparing for retirement and discussed aligning personal goals, financial strategies, and long-term planning as you consider a transition into the next chapter of your life.

Watch the replay here: https://bit.ly/4nVJfWo

Pride Month is a time to recognize identity, respect, and the importance of belonging. We support a culture where everyo...
06/01/2026

Pride Month is a time to recognize identity, respect, and the importance of belonging. We support a culture where everyone feels valued and included.

05/29/2026

In our recent Life Insurance Planning Webinar, our Senior Wealth Advisor, Yesenia Realejo and Wealth Advisor, Francheska Ruiz, shared their insight on the nuances of life insurance policies.

These policies can often have overly optimistic projections, causing misunderstandings or disappointment when it comes to their performance. It can be helpful to carefully review these policies before committing to one.

Want to learn about the fine print? Watch the full webinar here:

https://tobiasfinancial.com/highlights-from-our-life-insurance-planning-basics-webinar-how-can-life-insurance-fit-into-my-financial-plan/

It’s not too late to join today’s webinar!Join us at 12:30 p.m. ET for our Retirement Planning Webinar. Our Senior Wealt...
05/28/2026

It’s not too late to join today’s webinar!
Join us at 12:30 p.m. ET for our Retirement Planning Webinar. Our Senior Wealth Advisor, Yesenia Realejo, and Wealth Advisor, Ursula Auger, will discuss practical considerations for aligning your personal goals, financial strategies, and business objectives as part of the retirement planning process.

Register here and secure your virtual seat: https://bit.ly/41HHTEf

Is moving to Florida actually cheaper in retirement? Not necessarily. Many retirees compare states like New York and Flo...
05/27/2026

Is moving to Florida actually cheaper in retirement? Not necessarily.

Many retirees compare states like New York and Florida based on taxes alone, but the bigger picture may include quality of life, healthcare considerations, cost of living, residency rules, and more.

Our CEO and Senior Wealth Advisor, Marianela Collado, recently sat down for interviews with MarketWatch and finStream sharing her insights on considerations for relocation and retirement.

Learn more about the financial and lifestyle factors that can shape retirement decisions here: https://tobiasfinancial.com/should-you-retire-in-new-york-or-move-elsewhere-considerations-before-you-decide/

Join us on Wednesday, June 17th at 2:00 p.m. for our Exit Planning Webinar!Our CEO, Marianela Collado, and Chief Operati...
05/26/2026

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 discuss exit planning, what it is, and how you can work on your business to make it work for you.

Reserve your virtual spot now: https://bit.ly/4bPg2qx

On Memorial Day, we pause to remember those who gave their lives in service to our country and honor their sacrifice wit...
05/25/2026

On Memorial Day, we pause to remember those who gave their lives in service to our country and honor their sacrifice with gratitude.

05/22/2026

Are you in your retirement phase? It could be time to review your life insurance policy.

Our Senior Wealth Advisor, Yesenia Realejo and Wealth Advisor, Francheska Ruiz, shared in our recent Insurance Planning Webinar that in some cases, individuals may find life insurance less necessary depending on their financial situation.
Want to learn more? Watch the full webinar here:

https://tobiasfinancial.com/highlights-from-our-life-insurance-planning-basics-webinar-how-can-life-insurance-fit-into-my-financial-plan/

Markets are unpredictable and trying to time them can be costly.Rather than attempting to predict short-term market move...
05/21/2026

Markets are unpredictable and trying to time them can be costly.

Rather than attempting to predict short-term market movements, we believe in focusing on what can be controlled: a disciplined, long-term investment approach aligned with each client’s goals. Diversification, patience, and consistency are key components of that philosophy.

At Tobias Financial Advisors, our investment decisions are guided by long-term objectives and thoughtful portfolio construction, not short-term market noise.

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