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 comprehensive wealth managment, investment management, and financial planning.  Tobias will work with clients 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/2017/03/February-2017-ADV-Part-2A-and-Part-2B.pdf

Ben Tobias
Tobias Financial Advisors
My goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. After a successful start as an accountant with an international accounting firm as well as owning my own CPA firm, I decided that what clients needed was an expert in wealth management and financial planning.

After earning a CERTIFIED FINANCIAL PLANNER™ professional, I converted my accounting firm to Tobias Financial Advisors, which combined all areas of financial planning with quality service in order to provide ongoing financial solutions for each individual or family served.

Not all financial advisors are the same. To be honest, there is a lot of difference between us. Brokers are ultimately salespeople who are generally compensated by commission, or a production-based bonus, and whose primary loyalty is to their employers. Brokers follow the Suitability Standard which merely calls for brokers to sell investments they believe are suitable for their clients, not necessarily what’s best for the client. A fiduciary has a defined, legal obligation to act in the client’s best interest. As fiduciaries, we at Tobias Financial Advisors are committed to providing unbiased financial advice and acting exclusively in the best interests of our clients.