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Tobias Financial Advisors

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Tobias Financial

Tobias Financial Advisors

1000 South Pine Island Road, Suite 250
Fort Lauderdale, FL 33324

(954) 424-1660
info@tobiasfinancial.com
www.tobiasfinancial.com

Services

Tobias Financial Advisors provides financial, tax, and investment expertise to develop and implement sound financial strategies on behalf of clients, in house or remotely.

Compensation methods accepted

Assets Under Management (AUM)

Required education for senior advisors in the firm

CFP® (Certified Financial Planner)

Link to SEC/state registration

http://www.tobiasfinancial.com/wp-content/uploads/2018/03/TFA-Form-ADV-Part-2A-Download-from-SEC-March-2018.pdf

Ben Tobias

Tobias Financial Advisors

From the Beginning

Our founder, Ben Tobias, began this firm with a vision, to provide compassionate and transparent financial expertise to clients. Employing his experience in international accounting and his own CPA firm, he earned a  CERTIFIED FINANCIAL PLANNER™ certificate, to bring comprehensive financial planning solutions to the individuals and families he served. Ben then built a team of advisors who were committed to the same client-first vision.

Early Advocate

Even before it was popularized, Tobias was an advocate of the fee-only fiduciary standard. Ben and the team that he brought aboard wanted to put their clients’ best interest first. Commissions have no place in this business. We believe that planning our clients’ futures is built on trust and that can only happen in a fee-only fiduciary model.

Breaking Down The Jargon

As fiduciaries, we at Tobias Financial Advisors are committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. A fiduciary is a legal obligation and one we take seriously. That’s why our rates our fee-only. So commissions or production-based bonuses don’t get in the way of making the most honest, compassionate, and transparent decisions with and for our clients.

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."