Tobias Financial Advisors

Tobias Financial Advisors Tobias Financial Advisors is a fee-only fiduciary 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 diverse experience and collaborative culture enable us to guide clients confidently through every stage of wealth accumulation and legacy planning.

When should a financial advisor be incorporated into a collaborative divorce?Often, the earlier, the better.Looking at d...
10/09/2026

When should a financial advisor be incorporated into a collaborative divorce?

Often, the earlier, the better.

Looking at different scenarios earlier in the process can help uncover questions around cash flow, taxes, housing, investments and other long-term considerations, while there may still be an opportunity to discuss different options with the collaborative team.

Our CEO Marianela Collado shared why timing can matter and how an allied financial advisor can help bring a long-term planning perspective to the conversation:

https://tobiasfinancial.com/what-changes-when-a-financial-advisor-becomes-part-of-the-collaborative-divorce-team/

10/08/2026

Every business owner will eventually exit their business, but not every exit happens according to plan.

While some transitions are carefully planned, others may result from unexpected life events, making it worthwhile to think about an exit strategy before you need one. Our Chief Operating Officer, Edgar Collado, shares that beginning the planning process early may provide additional opportunities, time to explore available options, and align a future transition with clear objectives rather than reacting under pressure.

Learn more about building a business exit plan here:

https://tobiasfinancial.com/business-exit-planning-preparing-for-life-after-business-ownership/

There’s still time to join us today!At 12:30 p.m., Senior Wealth Advisor, Yesenia Realejo, will lead our webinar, Estate...
10/08/2026

There’s still time to join us today!

At 12:30 p.m., Senior Wealth Advisor, Yesenia Realejo, will lead our webinar, Estate Planning for Business Owners and Families with Complex Wealth.

We’ll take a closer look at the estate planning considerations that can arise when business ownership, family wealth, taxes, succession, and legacy goals overlap, and why changes in your life, business, or financial circumstances may make it worth taking another look at your plan.

Register here:

https://bit.ly/45v7H8H

During a divorce, financial decisions can often feel overwhelming, especially when navigating changes to income, expense...
10/07/2026

During a divorce, financial decisions can often feel overwhelming, especially when navigating changes to income, expenses, retirement accounts, and future planning goals.

At Tobias Financial Advisors, we work with individuals to help them review their financial picture and evaluate important planning considerations during times of transition.

Our CEO, Marianela Collado, a Certified Divorce Specialist, shares financial considerations individuals may want to keep in mind during the divorce process, including budgeting, organizing financial documents, and building a team of trusted professionals.

Learn more here: https://tobiasfinancial.com/finances-and-divorce-considerations-during-a-major-life-transition/

Great financial planning rarely happens in isolation.One of the things Chad Williamson values most about working at Tobi...
10/05/2026

Great financial planning rarely happens in isolation.

One of the things Chad Williamson values most about working at Tobias Financial Advisors is the opportunity to collaborate with colleagues who bring different perspectives and areas of expertise to the table.

By working together, our team can evaluate complex financial decisions from multiple angles and provide clients with thoughtful, comprehensive guidance.

Learn more about Chad and the role collaboration plays in his work:

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

Your retirement plan may look different at 70 than it did at 60.Markets change. Tax laws change. Family circumstances ch...
10/02/2026

Your retirement plan may look different at 70 than it did at 60.

Markets change. Tax laws change. Family circumstances change. And over time, your priorities and spending may change too.

That is why retirement planning can be more useful when viewed as an ongoing process, rather than a one-time calculation.

Regularly revisiting your plan can help you consider whether your spending, investments, tax strategy, and estate planning priorities still reflect the life you want to live.

The goal is not to predict every change ahead. It is to build a framework that can evolve as life does.

Does your retirement plan leave room for change?

Learn more about building an adaptable retirement plan:

https://tobiasfinancial.com/retirement-lifestyle-planning/

Estate planning is often easy to put off, but having a plan in place can bring clarity and help ensure your wishes are c...
10/01/2026

Estate planning is often easy to put off, but having a plan in place can bring clarity and help ensure your wishes are carried out. It can also make things easier for your loved ones when it matters most. This month is a good opportunity to create, review, or update your key documents.

If you’d like guidance or want to talk through your options, we’re here to help and happy to connect.

A milestone worth celebrating! Our Wealth Planner, Matthew Hauptman, has officially earned his CERTIFIED FINANCIAL PLANN...
09/29/2026

A milestone worth celebrating!

Our Wealth Planner, Matthew Hauptman, has officially earned his CERTIFIED FINANCIAL PLANNER® certification.

Earning the CFP® certification requires education, examination, financial planning experience, and a commitment to ethical and professional standards. We’re proud of the work Matthew put into reaching this milestone and his continued commitment to developing the knowledge and skills that support the work we do for our clients.

Congratulations, Matthew Hauptman, CFP®!

Considering retiring abroad? Before making the move, it can be helpful to understand how factors like taxes, currency ex...
09/25/2026

Considering retiring abroad? Before making the move, it can be helpful to understand how factors like taxes, currency exchange rates, and residency rules may affect your financial plan.

While living overseas can offer exciting opportunities, international retirement often comes with unique financial considerations that may require additional planning.

Learn more from our Wealth Advisor, Francheska Ruiz, as she shares her thoughts in a ThinkAdvisor article:

https://tobiasfinancial.com/retiring-abroad-what-americans-should-know-before-moving-overseas/

What's shaping the markets as we head into the final months of 2026?Join us on Wednesday, October 21 at 12:30 p.m. ET fo...
09/24/2026

What's shaping the markets as we head into the final months of 2026?

Join us on Wednesday, October 21 at 12:30 p.m. ET for our Quarterly Market Update Webinar.

Our Director of Investments, Charles "Chad" NeSmith, will discuss the current market environment and some of the key factors influencing investors today, including:

• Market performance across asset classes
• The federal deficit and its role in the broader economy
• Inflation and the current economic environment
• The evolving influence of artificial intelligence on the economy and financial markets

Chad will also share perspective on how these developments fit within the broader investment environment and considerations for long-term investors as conditions evolve.

Register here: https://bit.ly/3UO1EtI

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

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