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Tobias Financial Advisors

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Plantation, FL
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.

07/16/2026

What's happening behind the scenes when your financial advisor builds a financial plan?

It's more than spreadsheets and investment reports.

Today's financial planning often involves technology that helps organize financial information, evaluate different planning scenarios, and support areas such as tax, retirement, and estate planning.

We take a closer look at some of the technology our team uses, including MoneyGuidePro, Holistiplan, and Vanilla, and explain how these platforms support our financial planning process.

Read more here:

https://tobiasfinancial.com/financial-planning-tools-we-use-at-tobias-financial-advisors/

07/15/2026

Markets will always generate headlines, but not all headlines deserve action.

Before reacting, it’s worth pausing to ask: Is this information credible? Is it relevant to my long-term goals? Acting on incomplete or sensationalized news can increase stress and lead to unintended outcomes.

At Tobias Financial Advisors, we emphasize perspective, disciplined planning, and thoughtful decision-making - helping clients stay focused on what matters most.

07/14/2026

Financial planning isn't just about numbers - it's about helping people make informed decisions.

While studying economics at San Diego State University, Chad Williamson began to recognize how financial uncertainty can affect many areas of a person's life. That realization inspired him to pursue a career helping others better understand complex financial topics and navigate important decisions with confidence.

Today, as a Wealth Advisor, Chad enjoys making financial planning more approachable and helping clients understand the "why" behind their financial strategies.

Learn more about Chad's journey here:

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

07/09/2026

Replay our recent Exit Planning Webinar at your convenience!

Listen in on our CEO, Marianela Collado, and Chief Operating Officer, Edgar Collado, as they 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.

Watch the recording here: https://bit.ly/4a5O0qC

07/08/2026

The investment landscape continues to evolve as economic, political, and global developments unfold.

Join us on Tuesday, July 21st at 12:30 p.m. ET for our upcoming Market Update Webinar: Inflation, Elections & What's Next for Investors.

Our Director of Investments, Charles "Chad" NeSmith, will review market themes from the first half of 2026 and share considerations for the second half of the year.

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

07/07/2026

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/

07/06/2026

Every few years, a company comes along that seems to dominate every investing conversation.

Right now, that conversation includes SpaceX, OpenAI, and Anthropic.

The challenge for investors isn't deciding whether these companies are important.

It's deciding whether owning them belongs in their financial plan.

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

07/04/2026

Independence Day is a reminder of the value of having the ability to make your own decisions and chart your own path. That kind of independence is what often resonates with the work we do and the conversations we have with clients - helping people think through their financial lives in a way that supports the choices they want to make over time.

07/01/2026

Mid-year is a meaningful opportunity to pause, review your financial picture, and make sure your plans still support the life you're working toward. For those navigating major transitions, such as divorce, this midpoint check-in can be especially valuable for understanding how recent decisions may shape the road ahead.

Our CEO, Marianela Collado, is a Certified Divorce Specialist (CDS®), and regularly supports individuals through the financial considerations that arise during divorce.

If you’re reassessing your financial path mid-year and working through the impact of a life transition, we’re here to help you gain clarity and plan your next steps.

https://tobiasfinancial.com/navigating-life-transitions-bringing-clarity-to-financial-decisions-in-divorce/

06/30/2026

As you think about what comes next, retirement planning can help bring clarity to the path ahead. Watch our recent Retirement Planning webinar at your convenience.

In this session, our 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 recording here: https://bit.ly/4nVJfWo

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

http://www.tobiasfinancial.com/

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